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S3000L-B6865-03000-00

International procedure
specification for
Logistics Support Analysis
LSA
S3000L-B6865-03000-00

Issue No. 1.1

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Table of contents
The listed documents are included in Issue 1.1, dated 2014-07-01, of this publication.

Document title Chapter Applicable


to

Introduction to the specification Chap 1 All


Purpose Chap 1.1 All
Scope Chap 1.2 All
How to use the specification Chap 1.3 All
Maintenance of the specification Chap 1.4 All
General requirements Chap 2 All
LSA business process Chap 3 All
Configuration management in LSA Chap 4 All
Influence on design Chap 5 All
Human factors analysis Chap 6 All
Results of FMEA/FMECA in LSA Chap 7 All
Damage and special event analysis Chap 8 All
Logistic related operations analysis Chap 9 All
Development of a scheduled maintenance program Chap 10 All
Level of repair analysis Chap 11 All
Maintenance task analysis Chap 12 All
Software support analysis Chap 13 All
Life cycle cost considerations Chap 14 All
Obsolescence analysis Chap 15 All
In-service LSA Chap 16 All
Disposal Chap 17 All
Interrelation to other ASD specifications Chap 18 All
Data model Chap 19 All
Data exchange Chap 20 All
Terms, abbreviations and acronyms Chap 21 All
Terms, abbreviations and acronyms - Introduction Chap 21.1 All
Terms, abbreviations and acronyms - Glossary of terms Chap 21.2 All
Terms, abbreviations and acronyms - Abbreviations and Chap 21.3 All
acronyms
Data element list Chap 22 All

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Copyright and user agreement

1 Copyright
Copyright © 2010, 2014 AeroSpace and Defense Industries Association of Europe - ASD.
All rights reserved. No part of this document may be reproduced or transmitted in any form or by
any means, electronic or mechanical, including photocopying and recording, or by any
information storage or retrieval system, except as may be expressly permitted by the copyright
act or in writing by the publisher.
S3000L™ is a trade mark owned by ASD.
All correspondence and queries should be directed to:
ASD
10 Rue Montoyer
B-1000 Brussels
Belgium

2 Agreement for use of the specification S3000L™ suite of


information
2.1 Definitions
S3000L™ suite of information means, but is not limited to:

− the International procedure specification for Logistics Support Analysis LSA - S3000L
− examples (eg XML instances, pdf files, style sheets) and schemas
− any other software or information under the heading “S3000L™ suite of information”,
available for download from www.s3000l.org
Copyright holder means AeroSpace and Defense Industries Association of Europe (ASD).

2.2 Notice to user


By using all or any portion of S3000L™ suite of information you accept the terms and
conditions of this user agreement.
This user agreement is enforceable against you and any legal entity that has obtained
S3000L™ suite of information or any portion thereof and on whose behalf it is used.

2.3 License to use


As long as you comply with the terms of this user agreement, the copyright holders grant to you
a non-exclusive license to use S3000L™ suite of information.

2.4 Intellectual property rights


S3000L™ suite of information is the intellectual property of and is owned by the copyright
holder. Except as expressly stated herein, this user agreement does not grant you any
intellectual property right in the S3000L™ suite of information and all rights not expressly
granted are reserved by the copyright holder.

2.5 No modifications
You must not modify, adapt or translate, in whole or in part, S3000L™ suite of information.
You may however add business rules.

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2.6 No warranty
S3000L™ suite of information is being delivered to you "as is". The copyright holder does not
warrant the performance or result you may obtain by using S3000L™ suite of information.
The copyright holder makes no warranties, representations or indemnities, express or implied,
whether by statute, common law, custom, usage or otherwise as to any matter including without
limitation merchantability, integration, satisfactory quality, fitness for any particular purpose, or
non-infringement of third parties rights.

2.7 Limitation of liability


In no event will the copyright holder be liable to you for any damages, claims or costs
whatsoever or any consequential, indirect or incidental damages, or any lost profits or lost
savings or for any claim by a third party, even if the copyright holder has been advised of the
possibility of such damages, claims, costs, lost profits or lost savings.

2.8 Indemnity
You agree to defend, indemnify, and hold harmless the copyright holder and its parents and
affiliates and all of their employees, agents, directors, officers, proprietors, partners,
representatives, shareholders, servants, attorneys, predecessors, successors, assigns, and
those who have worked on the preparation, publication or distribution of the S3000L™ suite of
information from and against any and all claims, proceedings, damages, injuries, liabilities,
losses, costs, and expenses (including reasonable attorneys' fees and litigation expenses),
relating to or arising from your use of the S3000L™ suite of information or any breach by you
of this user agreement.

2.9 Governing law and arbitration


This user agreement will be governed by and construed in accordance with the laws of the
Kingdom of Belgium.
In the event of any dispute, controversy or claim arising out of or in connection with this user
agreement, or the breach, termination or invalidity thereof, the parties agree to submit the
matter to settlement proceedings under the ICC (International Chamber of Commerce) ADR
rules. If the dispute has not been settled pursuant to the said rules within 45 days following the
filing of a request for ADR or within such other period as the parties may agree in writing, such
dispute shall be finally settled under the rules of arbitration of the International Chamber of
Commerce by three arbitrators appointed in accordance with the said rules of arbitration. All
related proceedings should be at the place of the ICC in Paris, France.
The language to be used in the arbitral proceedings shall be English.

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Chapter 1

Introduction to the specification

Table of content Document


Chap 1 Introduction to the specification .......................... S3000L-A-01-00-0000-00A-040A-A
Chap 1.1 Purpose .............................................................. S3000L-A-01-01-0000-00A-040A-A
Chap 1.2 Scope ................................................................ S3000L-A-01-02-0000-00A-040A-A
Chap 1.3 How to use the specification ............................. S3000L-A-01-03-0000-00A-040A-A
Chap 1.4 Maintenance of the specification ........................ S3000L-A-01-04-0000-00A-040A-A

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Chapter 1.1

Purpose

Table of contents Page


Purpose ......................................................................................................................................... 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 2
2 Purpose ........................................................................................................................... 2
3 Background...................................................................................................................... 2

List of tables
1 References ...................................................................................................................... 1

References
Table 1 References
Chap No./Document No. Title

DEF-STAN-00-60 Integrated Logistic Support - UK MoD


DEX1A&D DEX1A&D - Aerospace and defense business DEX for
exchange of product breakdown for support
DEX3A&D DEX3A&D - Aerospace and defense business DEX for
exchange of a task specification
GEIA-STD-0007 Logistics Product Data
ISO 10303-239 PLCS Product Life Cycle Support (PLCS)
MIL-HDBK-502 Department of defense handbook acquisition logistics
MIL-STD-1388-1A Logistics support analysis - DoD
MIL-STD-1388-2B DoD requirements for a logistic support analysis record
S1000D International specification for technical publications using a
common source database
S2000M S2000M - International specification for materiel
management
S4000P International specification for developing and continuously
improving preventive maintenance
S5000F Specification for operational and maintenance data
feedback

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1 General
This chapter gives a basic overview of the S3000L purpose including the history of the
development.

2 Purpose
The Logistic Support Analysis (LSA) is one of the most important processes of product support.
It is the principal tool to:

− design the Products relevant to maintainability, reliability, testability and to optimize life
cycle cost
− define all required resources to support the Product in its intended use, during in-service
operation
S3000L defines the processes, general requirements and related information exchange
governing the performance of LSA during the life cycle of aerospace, defense and commercial
Products.

3 Background
The development of this specification originated within the Aerospace and Defence Industries
Association of Europe (ASD) in 2005. At that time, MIL-STD 1388-1A had already been
cancelled and DEF STAN 00-60 had become too unique to UK-MoD acquisitions to be
applicable as an international handbook for general purposes.
The lack of a common valid procedure resulted in the development of various project specific
LSA handbook versions and associate IT-solutions. For new projects (such as Eurofighter
Typhoon, NH-90, Tiger, A400M and Gripen) these specific tasks needed accomplishing. This
caused considerable effort for both industry and its military customers.
This situation prompted an initiative by ASD and the Aerospace Industry Association of America
(AIA) to consider the joint development of a new common international specification for LSA.
This initiative started with an "Inaugural meeting on S3000L" held in Brussels on January 18th,
2006. The attendees gave their expectations on the need for an international LSA specification
based on shortfalls in current standards, specifications and handbooks. It was agreed that there
is not a shortfall of standards, there are too many of them.
In a subsequent project definition phase meeting in Munich in March 2006, the following basic
requirements were identified:
The LSA specification will:

− generally be based on the processes of MIL-STD-1388-1A, MIL-HDBK-502, DEF-STAN-00-


60 and the activity model given by ISO 10303-239 PLCS
− be the standard for creation and development of LSA data exchanged by:
• DEX1A&D - Aerospace and defense business DEX for exchange of product
breakdown for support
• DEX3A&D - Aerospace and defense business DEX for exchange of a task
specification
• another exchange mechanism with the intention to address the relevant data from the
MIL-STD-1388-2B for LSA purposes.
− use experience gained from the performance of LSA for the current programs such as
Eurofighter Typhoon, NH-90, Tiger, A400M, Rafale, Gripen, JSF
− include process application guidelines and rules for information exchange
− be tailorable and include guidelines for tailoring
− take into account current ISO/EN baseline documents

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− enable interfaces to the suite of the ASD specifications S1000D, S2000M, S4000P and the
S5000F (the latter in preparation)
The development work was then allocated to an international team of experts working under the
joint chairmanship of AIA and ASD representatives. The following companies/organizations
contributed to the initial developing work:

− AgustaWestland UK
− Airbus Deutschland GmbH Germany
− Boeing United States
− Dassault Aviation France
− EADS Casa Spain
− EADS Military Air Systems Germany
− Eurocopter France
− LOGSA United States
− MBDA France
− Saab AB Sweden
The final draft of the specification S3000L (Issue 0.1) was officially published in June 2009. The
main purpose of this draft was to enable experts from interested companies and organizations
to provide comments on the first approach to the S3000L expert team. The commenting phase
was officially closed by end of 2009. In this phase, experts from several nations contributed with
their inputs to improve the final draft for the publication of the first official Issue 1.0.
In June 2010, Issue 1.0 of S3000L was finally released and published. With the signing of a
Memorandum of Understanding between ASD and AIA at the Farnborough Air Show in July
2010, the ASD/AIA ILS Council was formed and the ILS community implemented a new
platform for harmonization and coordination of the different ILS specification activities.
S3000L Issue 1.1 is the consequence of the continual review to maintain and improve the
specification steadily and to harmonize it with the other specifications of the ASD/AIA ILS
Specification Suite.

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Chapter 1.2

Scope

Table of contents Page


Scope ......................................................................................................................................... 1
References ..................................................................................................................................... 1
1 Scope ............................................................................................................................... 1

List of tables
1 References ...................................................................................................................... 1

List of figures
1 The integrated logistics support functional elements ...................................................... 2

References
Table 1 References
Chap No./Document No. Title

S1000D International specification for technical publications using


a common source database
S2000M International specification for materiel management
S4000P International specification for developing and continuously
improving preventive maintenance

1 Scope
S3000L is designed to cover all processes and requirements governing the performance of LSA
activities:

− It provides rules for the usage of the Product breakdown for logistic purposes and for the
selection of LSA candidate items
− It describes type and methodology for performance of the specified analyses
− It gives guidelines on how to process the results of the analysis tasks and on how to
achieve a cost-efficient support solution
− It covers the interface between LSA and the support engineering areas eg, Reliability,
Availability, Maintainability and Testability (RAMT)
− It covers the interface between LSA and the ILS functional areas such as supply support,
technical data services, special tools/test equipment or training. Refer to Fig 1.
In particular, S3000L describes the interface between industry (contractor) and the customer,
which, when based upon contractual agreements, will provide the typical deliverables of LSA as
given in this specification. Examples for typical deliverables of an LSA process are:

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− a reliable and maintainable Product because of influence on design from a logistics


perspective
− cost efficient support system
− logistics product data
− ILS support products
Activities such as technical documentation or materiel management are described in detail
within other specifications such as S1000D and S2000M respectively and are out of the scope
of S3000L. This also applies for methodologies on carrying out technical/logistic analysis
activities such as those described in S4000P, for example performance of scheduled
maintenance analysis or detailed performance of Level Of Repair Analysis (LORA).

Design & RAMT


Design &
development

Maintainability &
Reliability & safety
testability

Logistic support
analysis
Environmental &
Customer
operational
requirements
requirements

Support concept

Training &
Technical Personel
Materiel support training
documentation requirements
equipment

Support Maintenance
Infrastructure
equipment plan

Integrated Logistic Support


ICN-B6865-S3000L0001-002-01
Fig 1 The integrated logistics support functional elements

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Chapter 1.3

How to use the specification

Table of contents Page


How to use the specification .......................................................................................................... 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 2
2 Application ....................................................................................................................... 3
2.1 S3000L application policy ................................................................................................ 3
2.2 S3000L application .......................................................................................................... 3
2.3 Tailoring of S3000L processes ........................................................................................ 3
3 Basic definitions ............................................................................................................... 3
4 Acronyms ......................................................................................................................... 3
5 Organization of the specification ..................................................................................... 3
5.1 Chapter 1 - Introduction to the specification .................................................................... 3
5.2 Chapter 2 - General requirements ................................................................................... 3
5.3 Chapter 3 - LSA business process .................................................................................. 4
5.4 Chapter 4 - Configuration management in LSA .............................................................. 4
5.5 Chapter 5 - Influence on design ...................................................................................... 4
5.6 Chapter 6 - Human factors analysis ................................................................................ 4
5.7 Chapter 7 - Results of FMEA/FMECA in LSA ................................................................. 4
5.8 Chapter 8 - Damage and special event analysis ............................................................. 4
5.9 Chapter 9 - Logistics related operations analysis ............................................................ 5
5.10 Chapter 10 - Development of a scheduled maintenance program .................................. 5
5.11 Chapter 11 - Level of repair analysis ............................................................................... 5
5.12 Chapter 12 - Maintenance task analysis ......................................................................... 5
5.13 Chapter 13 - Software support analysis .......................................................................... 5
5.14 Chapter 14 - Life cycle cost considerations ..................................................................... 5
5.15 Chapter 15 - Obsolescence analysis ............................................................................... 6
5.16 Chapter 16 - In-service LSA ............................................................................................ 6
5.17 Chapter 17 - Disposal ...................................................................................................... 6
5.18 Chapter 18 - Interrelation to other ASD specifications .................................................... 6
5.19 Chapter 19 - Data model ................................................................................................. 6
5.20 Chapter 20 - Data exchange ........................................................................................... 7
5.21 Chapter 21 - Terms, abbreviations and acronyms .......................................................... 7
5.22 Chapter 22 - Data element list ......................................................................................... 7

List of tables
1 References ...................................................................................................................... 1

References
Table 1 References
Chap No./Document No. Title

Chap 1 Introduction
Chap 2 General requirements

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Chap No./Document No. Title

Chap 3 LSA business process


Chap 4 Configuration management in LSA
Chap 5 Influence on design
Chap 6 Human factors analysis
Chap 7 Results of FMEA/FMECA in LSA
Chap 8 Damage and event analysis
Chap 9 Logistic related operations analysis
Chap 10 Development of a scheduled maintenance program
Chap 11 Level of repair analysis
Chap 12 Maintenance task analysis
Chap 13 Software support analysis
Chap 14 Life cycle cost considerations
Chap 15 Obsolescence analysis
Chap 16 In-service LSA
Chap 17 Disposal
Chap 18 Interrelation to other ASD specifications
Chap 19 Data model
Chap 20 Data exchange
Chap 21 Terms, abbreviations and acronyms
Chap 22 Data element list
S1000D International specification for technical publications using
a common source database
S2000M International specification for materiel management
S4000P International specification for developing and continuously
improving preventive maintenance
S5000F International specification for operational and maintenance
data feedback
ISO 10303-239 PLCS Product Life Cycle Support (PLCS)

1 General
This chapter gives an overview of:

− how to apply S3000L to a project


− the organization of the specification
− the fundamental reading rules

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2 Application
2.1 S3000L application policy
It is intended that S3000L will be the common Logistic Support Analysis (LSA) specification to
be used by customers and contractors (eg, governments, procurement authorities, support
agencies and industry). By agreement between customer and contractor, S3000L can be
supplemented by additional international or national requirements for specific projects. The use
of the specification and any supplemental processes is subject of the contractual agreement
between the customer and contractor.

2.2 S3000L application


At the start of any project using S3000L, it is necessary for the customer and contractor to
agree how the specification will be implemented and to define and agree the variables and
options that S3000L provides. These agreements must be recorded in the project’s Guidance
Conference Document (GCD). The process used by the customer and contractor to establish
the information included in the GCD is known as the "LSA Guidance Conference”. Refer to
Chap 3.
In order to supplement the GCD, the definition of a project interchange specification (data and
other deliverables) will be required. The complexity of the project will determine whether this is a
stand-alone specification, or integrated within the GCD.

2.3 Tailoring processes


In order to ensure efficient application, S3000L has been designed to help users select the
functionality that is appropriate to their specific projects.
Individual chapters can be included or excluded. Tailoring can also be applied to the number
and range of LSA candidate items, the number of analyses per candidate item and to data to be
used during an analysis.

3 Basic definitions
Product Any platform, system or equipment (air, sea, land vehicle,
equipment or facility, civil or military)
project The task to develop, maintain and dispose of the Product

4 Acronyms
S3000L uses many terms, abbreviations and acronyms that are specific to LSA. Refer to
Chap 21.

5 Organization of the specification


S3000L is organized into chapters, each dealing with the individual aspects of LSA.

5.1 Chapter 1 - Introduction to the specification


Chap 1 provides a summarized view on purpose, background, scope and application of
S3000L. It also explains the rules regarding the maintenance of S3000L and how to access the
specification.

5.2 Chapter 2 - General requirements


Chap 2 provides general information regarding the set-up and administration of an LSA program
as part of an overall development and Integrated Logistic Support (ILS) program. It describes
the interfaces, dependencies and time constraints in regard to the other ILS disciplines within a
typical project scenario.

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5.3 Chapter 3 - LSA business process


Chap 3 is designed to provide a full, in-depth description of the complete LSA process. It starts
with establishing Product usage data by the customer and LSA significant Product design and
performance data by the contractor. These are joint inputs for the LSA Guidance Conference,
which establishes agreed rules regarding type and depth of breakdown and on methodology of
LSA candidate item selection and identification.
Chap 3 further defines the type and methodology of the potential analysis activities and
acceptance criteria for the analysis results. It covers the customer involvement in the LSA
business process and the execution of an LSA review conference. This is the final step in
accepting the LSA results and determining the support concept. It also starts the production of
ILS elements to support operation.

5.4 Chapter 4 - Configuration management in LSA


Configuration management is the discipline that ensures the proper identification and versioning
of the Product configuration, including Product breakdown. It controls changes, and records the
change implementation status of the physical and functional characteristics of the Product.
Configuration management is the means through which integrity and continuity of the design,
systems engineering and supportability are recorded, communicated, and controlled.
Configuration management efforts provide a complete audit traceability of decisions and design
modifications.
Chap 4 defines the details and methodology of how the principles of configuration management
are applied to the LSA process.

5.5 Chapter 5 - Influence on design


Influence on design is the goal of an industrial activity known as supportability engineering.
Supportability engineering influences those Product characteristics which are vital for enabling
the operation of the Product according to performance and design requirements and to
minimize Life Cycle Cost (LCC).
The Product characteristics to be influenced are primarily Reliability, Maintainability and
Testability. The tools for supportability engineering are early Reliability, Maintainability and
Testability activities/programs and the performance of LSA.
Supportability engineering acts as the enabler between design/development and ILS.
Chap 5 describes how the methods of supportability engineering are applied and how the
results are linked to the LSA process.

5.6 Chapter 6 - Human factors analysis


Chap 6 describes the relationship and integration between human factors engineering and the
support analysis process. Like all other supportability engineering functions, human factors
analysis provide source data that is used by the support analysis team to determine
maintenance crew and support equipment requirements. This relationship begins in the design
review process and continues through the development of the maintenance task analysis.

5.7 Chapter 7 - Results of FMEA/FMECA in LSA


Chap 7 covers the methodology and decision logic that is applied to identify corrective
maintenance tasks to be applied to the Product in case of a failure occurrence during normal
use.

5.8 Chapter 8 - Damage and special event analysis


Chap 8 covers the methodology for identifying and justifying those maintenance tasks which are
appropriate in case of special events or damage found on the Product during general or detailed
inspections.

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5.9 Chapter 9 - Logistics related operations analysis


Chap 9 covers the methodology for identifying and justifying logistic related operations tasks.
These are tasks which can neither be assigned directly to the area of direct usage of a Product
(eg, documented in a user guide) nor to the area of maintenance (eg, documented in a
maintenance handbook). However, they are accomplished in operations and maintenance
facilities in support of normal operation (eg, packaging, handling, storage, mooring).
These tasks can be very important for the proper usage of any Product. There are many
operational aspects (eg, ease of operation, usability, flexibility of usage, mobility) that are
restricted by logistics related operations tasks.

5.10 Chapter 10 - Development of a scheduled maintenance program


The identification of required preventive maintenance is of vital importance for the operation of a
complex Product. For this purpose, Preventive Maintenance Task Requirements (PMTR) are
developed by analysis methods given by, for example, S4000P. After the identification of the
PMTRs, the development of a scheduled maintenance program is required, which results in
maintenance task packages performed at specific intervals.
Chap 10 gives rules for the transformation of PMTRs into LSA tasks and the grouping of the
LSA tasks based on appropriate intervals/thresholds. Additional rules are given for a required
adaptation of PMTR intervals/thresholds during the grouping process and for the final
completion of a maintenance task package.

5.11 Chapter 11 - Level of repair analysis


Chap 11 describes the actions taken when performing a Level of Repair Analysis (LORA) as
part of any acquisition program. The requirement for a LORA is usually located in logistic
support plans or similar documents.
LORA is a stand-alone activity that establishes an optimized maintenance or support concept
using technical, commercial, operational and environmental data. A LORA can be performed on
each LSA candidate item to determine the most cost-effective method to restore each item to its
fully serviceable condition.

5.12 Chapter 12 - Maintenance task analysis


Chap 12 describes how to analyze an identified maintenance task in terms of its logistic
requirements including spare parts and consumables, support equipment, personnel, facilities
and task duration information. Additional information such as task criticality, training needs, pre-
and post-conditions, safety and environmental requirements are also considered.

5.13 Chapter 13 - Software support analysis


Chap 13 provides guidance on dealing with the specific requirements concerning software in the
environment of maintenance and operation of technical systems. Additionally, the interrelation
between software and hardware will be defined clearly and an explanation will be given on how
to integrate software aspects in the overall LSA process.
In modern technical Products, software aspects are of increasing significance. More and more
Product functions are performed by complex software packages. For hardware components,
concepts and processes are established to guarantee a proper supportability of the system
during its entire life cycle. These concepts and processes are documented in the LSA process.
Software has the same requirement and is of equal importance for the proper function of a
Product. Therefore, an analysis methodology is be applied to develop an adequate software
support concept, called Software Support Analysis (SSA).

5.14 Chapter 14 - Life cycle cost considerations


LCC consists of all the direct costs plus any indirect-variable costs associated with the
procurement, operations, support and disposal of the Product throughout its life-cycle.

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Chap 14 provides an overview of the LCC aspects and indicates which information, developed
by an LSA process, can be used to support the LCC analysis activities, and vice versa.

5.15 Chapter 15 - Obsolescence analysis


Chap 15 describes the relationship between obsolescence analysis and the support analysis
process.
In the design and development process it is the goal of LSA to avoid/control the use of
components and materiel that are likely to result in obsolescence in the early operational phase.
During the in-service phase, LSA will be involved in the analysis of obsolescence events and
will contribute to the definition of economic alternatives with regard to the maintenance and the
support concept.

5.16 Chapter 16 - In-service LSA


Chap 16 gives an overview about LSA activities after the design and development phase. To
ensure the continuous maintainability and operability of a Product during its in-service phase,
the principles of LSA are applied. Feedback information and data from the Product user enables
a comparison of initial assumptions based on analysis activities with real in-service experience
and data. Technical and logistic analysis results and the corresponding decisions for a
maintenance solution are continuously scrutinized throughout the whole lifetime of a Product.
Amongst others, this approach enables industry to manage performance based contracts.
Refer also to S5000F.

5.17 Chapter 17 - Disposal


Chap 17 deals with the disposal of Products and Product components, eg, their disposal from
active and/or passive operation. Although disposal of Products normally occurs during the last
phase of the life cycle, disposal must be considered in the early phases of every program’s
planning when acquiring a Product.
Adequate disposal activities can include:

− destruction/neutralization of toxic substances


− enabling a sustainable development, by recycling materials
− demilitarization of defense systems, to avoid weapons proliferation

5.18 Chapter 18 - Interrelation to other ASD specifications


Chap 18 addresses the benefits of using the ASD suite of ILS Specifications in conjunction with
this specification. The LSA relationships to the following specifications are addressed:

− S1000D - International specification for technical publications using a common source


database
− S2000M - International specification for materiel management
− S4000P - International specification for developing and continuously improving preventive
maintenance
− S5000F - International specification for operational and maintenance data feedback

5.19 Chapter 19 - Data model


Chap 19 defines a coherent data model supporting the S3000L LSA process and its interaction
with the related business processes. These processes can either be dependent upon data
coming out from LSA or business processes that provide input to the LSA process. Additionally,
the chapter defines all data elements that are used in the S3000L data model.

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5.20 Chapter 20 - Data exchange


Chap 20 defines how exchange of data (electronically) will be realized using Extensible Markup
Language (XML).
Chap 20 covers:

− exchange of the Product data needed for the performance of an LSA


− exchange of task set data needed by eg, technical publications and maintenance
management
− exchange of LSA activities selection data
− exchange of LSA Failure Mode Effect Analysis (LSA-FMEA) data

5.21 Chapter 21 - Terms, abbreviations and acronyms


Chap 21 provides a glossary of terms, abbreviations and acronyms used within S3000L.

5.22 Chapter 22 - Data element list


Chap 22 lists all the data elements that are used in the S3000L data model and in the S3000L
data exchange specifications.
The data element list is organized alphabetically by the data element name, and contains:

− Data element name


− Data element data type
− Data element definition, contains a textual definition and a list of valid values
− Class name, identifies Classes in the S3000L data model where the data element is used
as a property
− Unit of Functionality, identifies in which paragraph of Chap 19 the Class is defined

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Chapter 1.4

Maintenance of the specification

Table of contents Page


Maintenance of the specification.................................................................................................... 1
References ..................................................................................................................................... 1
1 Maintenance of the specification ..................................................................................... 1
1.1 General information ......................................................................................................... 1
1.2 WEB portal....................................................................................................................... 2

List of tables
1 References ...................................................................................................................... 1

List of figures
1 Login screen for ASD/AIA specification maintenance WEB portal .................................. 2
2 Sign up for an account ..................................................................................................... 2

References
Table 1 References
Chap No./Document No. Title

DEX1A&D Aerospace and Defense Product Breakdown for Support


DEX3A&D Aerospace and Defense Task Set
S1000D International specification for technical publications using
a common source database
S1003X S1000D and S3000L interface specification

1 Maintenance of the specification


1.1 General information
The S3000L suite of information is maintained by the S3000L Steering Committee which
comprises experts from member nations and organizations of ASD and AIA.
The suite consists of the following parts:

− S3000L - International procedure specification for Logistics Support Analysis, Issue 1.0 and
Issue 1.1
− DEX1A&D - Aerospace and defense business DEX for exchange of product breakdown for
support (limited to S3000L, Issue 1.0)
− DEX3A&D - Aerospace and defense business DEX for exchange of a task specification
(limited to S3000L, Issue 1.0)
− S1003X - S1000D and S3000L interface specification (limited to S3000L, Issue 1.0 and
S1000D, Issue 4.0.1)

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1.2 WEB portal


A common process for change proposals and requests for clarification is implemented for all
specifications within the ASD/AIA ILS Specification Suite. This process is realized by an
interactive WEB portal. The link to access the portal is www.SX000i.org/cpf.
At the first access to the WEB portal the signup for a login username is required. For this
purpose, the function “Signup for a new account” must be used. Refer to Fig 1.

ICN-B6865-S3000L0113-001-01
Fig 1 Login screen for ASD/AIA specification maintenance WEB portal
To create a user account follow the instructions on the screen after selecting “Signup for a new
account”. Enter your favored username and your email address, confirm the control code and
click on the “Signup” button. Refer to Fig 2.

ICN-B6865-S3000L0114-001-01
Fig 2 Sign up for an account
The sign up will be confirmed by email and the creation of a password is requested. To
complete the sign up process, the password must be assigned to the new user account, the
provided email contains a corresponding link. After the successful password assignment, the
login to the WEB portal is enabled and change proposals or requests for clarification can be
reported as “issues” to the ASD/AIA ILS community.

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Chapter 2
General requirements

Table of contents Page


General requirements........................................................................................................... 1
Referenc es .......................................................................................................................... 2
1 General .................................................................................................................. 2
1.1 Introduction ............................................................................................................ 2
1.2 Objective................................................................................................................ 3
1.3 Scope .................................................................................................................... 3
2 Logistics support analysis program .......................................................................... 3
2.1 Implementation ....................................................................................................... 3
2.1.1 LSA activities and performance ............................................................................... 3
2.1.2 Develop an early LSA strategy................................................................................. 4
2.2 Program management principles ............................................................................. 5
2.2.1 Integrated logistics support management ................................................................. 5
2.2.2 Operating logistics organizational structures ............................................................. 5
2.2.3 Formal logistics organiz ations .................................................................................. 5
2.3 Logistics management objectives and policies .......................................................... 6
2.3.1 Logistics management objectives............................................................................. 6
2.3.2 Logistics management policies ................................................................................ 6
2.4 LSA program plan................................................................................................... 6
2.4.1 Organizational requirements .................................................................................... 6
2.4.2 General requirements ............................................................................................. 7
2.4.3 Functional requirements identification ...................................................................... 8
2.4.4 Unique functional requirements ............................................................................... 9
2.4.5 LSA program plan - generic example ....................................................................... 9
2.4.6 LSA Guidance conference document - generic example.......................................... 12
2.5 LSA program organization ..................................................................................... 14
2.6 LSA management responsibilities .......................................................................... 14
2.6.1 The LSA manager................................................................................................. 14
2.6.2 Program LSA managers and leads ........................................................................ 15
2.6.3 Program technic al staff (logistics engineers and analysts) ....................................... 15
2.6.4 Supportability analysis integrated product team ...................................................... 15
3 Product development organization ......................................................................... 16
3.1 Integrated product teams....................................................................................... 16
3.2 Multidiscipline teams ............................................................................................. 16
3.3 Single point account ability ..................................................................................... 17
3.4 Empowerment ...................................................................................................... 17
3.5 Management plans ............................................................................................... 17
3.6 Clear product definition and interfaces ................................................................... 17
3.7 Disciplined proc esses ........................................................................................... 17
3.8 Effective communications ...................................................................................... 17
3.9 Performance metrics ............................................................................................. 18

List of tables
1 Referenc es............................................................................................................. 2

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List of figures
1 Simplified LSA process ........................................................................................... 4
2 Example of content of an LSA Program Plan .......................................................... 10
3 Example of content of a Guidance Conference Document ....................................... 12

References
Table 1 References
Chap No./Document No. Title

Chap 20 Data exchange

MIL-STD 1388-2B Military Standard - DoD requirements for a logistic support


analysis record

1 General
1.1 Introduction
The Logistic Support Analysis (LSA) program is considered to be a subset of Integrated Logistic
Support (ILS). ILS has overall responsibility for the development of technical information and the
support environment that will be used to support a Product throughout its intended life cycle.
The different disciplines in the context of supportability (eg technical documentation, spare
parts, support equipment, personnel and training) need to be harmonized. The main disciplines
are:

− Design interface
− Supply support and provisioning
− Support and test equipment
− Technical data/technical documentation
− Personnel and manpower
− IT/Software support
− Facilities
− Scheduled maintenance/maintenance planning
− Packaging, Handling, Storage and Transportation (PHST)
− Training and training devices
The LSA program is the principal source of technical data for ILS planning and resource
decision. LSA will be used:

− To link product design and ILS requirements to product readiness thresholds and to define
detailed support element requirements
− Throughout the acquisition cycle to assess and alter product design and to establish and
update support element requirements
− As an important source of design related data for determining and integrating all logistics
support requirements, for analyzing alternative design, operational, and support concepts,
and for conducting tradeoffs among design and the various elements of logistics support of
technical data for ILS planning and resource decisions
The logistic analysis activities results and support resource data will be stored in the LSA
database to give all program elements access to a common data source for evaluating the
supportability of design alternatives and objectives. The integrated product teams' practices will
ensure the timely interaction of the LSA activities and data for all elements of the design
process.

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1.2 Objective
ILS supported by an embedded LSA process ensures there is an open exchange of information
to and between the logistic disciplines and to the design. It pursues two thrusts simultaneously:

− Design for support


A focus on designs that minimize operation, maintenance, training, support tasks, and life-
cycle costs while optimizing operational readiness.

− Design of support
The design, development, funding, test, and acquisition of all support resources needed to
assure optimum performance and readiness of the Product in its intended operational
environment and mission profiles.

1.3 Scope
This chapter is directed at ILS managers and LSA managers for both the customer and the
contractor. The understanding of how an LSA program needs to be integrated into the super
ordinate ILS program is of crucial importance. The approach for implementing an LSA program
varies across organizations and sometimes across projects within an organization. Regardless
of the organization or project, there must be policies in place to establish the functional
responsibilities and expectations of the LSA program.

2 Logistics support analysis program


LSA is a systematic iterative process that integrates product design and support system
requirements and evaluates supportability requirements relative to achieving the specified
system/component sustainability and availability requirements. The analyses documentation
process is optimized by employing an electronic database. The logistics relevant information
consists of the identification, optimization, and traceability of ILS resources (eg spares,
manpower, personnel, training, support and test equipment, training and training equipment,
facilities, PHST and technical documentation).

2.1 Implementation
Design reviews and technical information meetings are conducted throughout the program. Host
design reviews and conduct in-house design reviews to ensure that Design Program goals and
objectives are being achieved. The cognizant LSA analysts and integrated product support
personnel will be aware of supportability and supportability related design issues through direct
participation in design reviews and/or by receiving all design review meeting minutes.
Supportability concerns involving equipment design that arises during meetings, or throughout
the overall and continuous design process, will be brought to the attention of the cognizant
integrated product engineers. All design related supportability issues will be documented,
including status, as necessary to ensure that a timely and appropriate resolution is obtained.
LSA reviews are conducted in conjunction with scheduled design reviews.

2.1.1 LSA activities and performance


The LSA process (refer to Fig 1) includes the application of selected quantitative methods, to
aid in the:

− Initial determination and establishment of logistic criteria as an input to system design


− Evaluation of various design alternatives
− Identification and provisioning of logistic support elements
− Final assessment of the system support capability during use

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Staff target and


Support
operational
concept
requirements

Design

Event analysis Scheduled


(including maintenance
FMEA) analysis (SMA)

Scheduled/
Corrective Operational
preventive
maintenance tasks
maintenance

Support
resources
requirements

Level of repair
analysis (LORA)

Maintenance
Task Analysis
ICN-B6865-S3000L0095-003-01
Fig 1 Simplified LSA process

The LSA program is based on an integrated product definition concept and can be based on the
following major elements:

− An LSA program plan that identifies all the required LSA activities that must be performed
in order to influence design for supportability and determines the appropriate logistic
resources
− Scheduling that identifies the timing of the LSA requirements. The LSA schedules are
based on project phase needs and established to be mutually beneficial and supportive of
other project requirements
− Assignment of responsibilities for performance of LSA activities to the design,
supportability, and ILS personnel skilled and qualified for the activity
− Effective management of a wide range of design, supportability, and ILS disciplines

2.1.2 Develop an early LSA strategy


A proposed LSA strategy to be performed early in the acquisition program needs to be
developed. This strategy will identify the scope of the proposed supportability objectives for the
system/equipment, and the qualitative analysis that will be performed to provide the best cost
benefit for the acquisition program. The LSA requirements will be analyzed in order to establish
a comprehensive LSA program, including quantitative, qualitative and test LSA requirements for
the systems, subsystems, and components comprising the overall Product. The resultant LSA
program is a tailored cost effective program that accomplishes each customer requested
procedure and provides a system that meets or exceeds each customer LSA requirement.

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2.2 Program management principles


The logistics team is responsible for development of the support system. This team is a subset
of the integrated product team responsible for the design, development, manufacture,
operations, and support of a specific Product.

2.2.1 Integrated logistics support management


The maintenance of an interface with the LSA program manager (LSA manager) to provide
continuity between program management direction and the development of the LSA results is of
crucial importance. Maintaining a proper interface between the LSA program manager/lead and
other functional management ensures a smooth execution of the LSA program.

The ILS manager is responsible for providing logistics and supportability expertise and
resources to the program teams. In the product development process, each integrated product
team leader controls the budget and is held accountable for development of that team's
products. Consequently, most logistics and supportability personnel are assigned to, and work
with, the integrated product teams. Logistics and supportability resources are provided to the
integrated product teams to:

− Incorporate supportability into the design of the system and support system by providing
reliability, maintainability, testability, human engineering, integrated diagnostics, and
environmental suitability resources
− Develop the support system and training system, and plan logistics resources by providing
supply support, support equipment, technical data, facilities, PHST, manpower and
personnel, and training and training equipment personnel
− Accomplish logistics engineering in the product development systems engineering and
design process
− Provide for LSA, standardization, interchangeability and interoperability, and environmental
assurance

2.2.2 Operating logistics organizational structures


The operating organizational structure for a support program can be aligned with the Work
Breakdown Structure (WBS). The hierarchical characteristics of the WBS can be used to
establish lines of responsibility, authority, accountability and reporting chains from the lowest
level member to the program manager. Integration of logistics into the depicted organization is
designed to:

− Reflect each logistics and supportability element identified by the WBS and system
specification
− Provide effective interfaces for logistics-related design functions most important to
developing the support system, and achieving readiness goals
Each ILS manager is vested with total responsibility for all aspects of that team's products.
Product team leaders at each organizational level combine the responsibilities of all subordinate
product teams. This responsibility and reporting chain continues to the point that the program
manager, as leader of the integrated product team, has responsibility for all products. A
significant feature of this organization is every Product has a single point of responsibility,
authority and accountability in the organization.

2.2.3 Formal logistics organizations


Functional leaders such as product support, production, and engineering department heads are
members of the product team and provide support to the program manager. In that capacity,
these leaders bring functional expertise and resources to assist in program execution and
ensure uniform, timely assignment of needed skills to the product teams to assist in program
execution and ensure uniform, timely assignment of added skill to the integrated product teams.

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2.3 Logistics management objectives and policies


2.3.1 Logistics management objectives
Integration of logistics and supportability into the integrated product development program
organization ensures:

− Design reflects test data assessment, supportability alternatives and tradeoff evaluations
− Detailed specification requirements
− Logistic resource planning is adjusted as necessary
− Operational availability and readiness thresholds are met
− The item is supportable in the expected operational environment
− The operational environments is/are accurately assessed
− The Support System achieves expected performance
An underlying logistic program objective is to identify and resolve supportability technical risk
issues early, prior to beginning production and deployment of the Product.

2.3.2 Logistics management policies


To achieve logistics management objectives, a proper organization must be established for
design-for-supportability through the integration of design and the development of the support
system and training system. This will be achieved by:

− Structuring an integrated product development organization which provides for active


logistics participation and influence on design
− Structuring the ILS process to be continuously interactive, on a working level, with design
engineering through the system engineering process
− Planning to work closely with customers and suppliers to develop the Product
Additionally, established an LSA process which:

− Provides the logistic analysis procedures for integrating supportability requirements into the
baseline design
− Requires the support system configuration match the product design configuration
− Provides the detailed maintenance planning and bottoms-up identification of total logistics
resource requirements
As a mean of controlling, establish an ILS program progress, status and management reporting
system which will document that program design, development, test and evaluation, and
transition accomplishments meet or exceed logistics priorities and developing supportability
requirements.

2.4 LSA program plan


2.4.1 Organizational requirements
The LSA Program Plan (LSA PP) describes the strategy for developing the LSA activities during
the engineering and manufacturing development phase of the complete program. It identifies
and integrates the LSA activities, identifies management responsibilities and activities, and
establishes the approach for accomplishing the analysis activities. This plan provides a
roadmap of what LSA will be performed and how it will be accomplished. Furthermore, this plan
provides an approach to LSA and a basis to measure progress throughout the various phases
of the program. The LSA process is iterative and dynamic in nature, therefore this plan will be
updated to reflect current program status and planned changes.

This LSA PP describes the LSA process and the management structure established to execute
this process. It details how the LSA process will be accomplished to satisfy the intended
requirements. LSA is an iterative process that usually continues for as long as the item under
analysis is in continuous use. Once the item has been retired, the LSA data can be used as
baseline comparison data for future supported items.

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The LSA PP describes the management, organizations, and procedures required to accomplish
program requirements. It includes the following:

− Description, interrelationships, and schedule of procedures to be accomplished by each


organizational element concerned in support of the LSA program
− Statement of requirements for LSA program participants (eg subcontractors, suppliers,
partner companies, agencies)
− Identification of LSA program monitoring points
− Dissemination of LSA requirements to design and description of techniques to be employed
to ensure that desired LSA is inherent in the product design
− Description of the planned approach to LSA activities, and specific methods and sources to
be employed to satisfy qualitative supportability analysis and resolve design issues
− Description of the LSA database, WBS, Breakdown element identification numbering
system, and handling government furnished information
− Description of how problems will be identified, controlled, and reported
− Description of provisions for updating the plan
Planning and coordination of LSA is the responsibility of logistics engineering management.
LSA managers provide technical guidance in conducting LSA and have special analytical skills
required to accomplish LSA-peculiar activities. Procedures must ensure supportability
requirements are identified as an integral part of systems engineering and design. Supportability
design baselines identify:

− Quantified reliability and maintainability comparative analysis requirements, like:


• Maintenance man-hours per operating hour
• Mean Time Between Failure (MTBF)
• Mean Time to Repair (MTTR)
− The maintenance concept including:
• Justification for any support activities (events and operational requirements)
• Preventive and corrective maintenance activities
• Operational support activities
• Maintenance level and maintenance location information
− Field/fleet supportability improvements and status
− Lessons learned and status
− Support drivers
− New technology requirements
In general the LSA PP can be a part of an overall ILS management plan or ILS PP. For more
complex projects it is recommended to have a separate document. Many aspects to be covered
are also harmonized and agreed between customer and contractor within an LSA Guidance
Conference (GC).

2.4.2 General requirements


The LSA PP includes the following elements of information, but not limited to, with the range
and depth of information for each element tailored to the project phases:

− A description of how the LSA program will be conducted to meet the system and logistic
requirements defined in the applicable project documents
− A description of the management structure and authorities applicable to LSA. This includes
the interrelationship between line, service, staff, and policy organizations.
− Identification of each LSA task that will be accomplished and how each will be performed
− A schedule with estimated start and completion points for each LSA program activity or
task. Schedule relationships with other ILS program requirements and associated system
engineering activities must be identified.

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− A description of how LSA activities and data will interface with other ILS and system
oriented tasks and data. This description will include analysis and data interfaces with the
following programs, as applicable:
• Equipment design
• Equipment maintainability
• Equipment reliability
• Equipment testability
• Facilities/infrastructure
• Human factors integration
• Initial provisioning
• PHST
• Parts control
• Standardization
• Support and test equipment
• Survivability
• System safety
• Technical documentation
• Test and evaluation
• Training and training equipment
− Breakdown structure identification of items upon which LSA will be performed and
documented, including software items. Identification of an LSA Candidate Item List (CIL),
and LSA candidate item selection criteria. The list must include all items recommended for
analysis, items not recommended and the appropriate rationale for selection or non-
selection.
− Explanation of the breakdown element numbering system to be used
− The method by which supportability and supportability related design requirements are
disseminated to designers and associated personnel
− The method by which supportability and supportability related design requirements are
disseminated to subcontractors and the controls levied under such circumstances.
− Government data to be furnished to the contractor
− Procedures for updating and validating of LSA data to include configuration control
procedures for LSA data
− LSA requirements on Government Furnished Equipment/Materiel and subcontractor/vendor
furnished materiel including end items of support equipment
− The procedures to evaluate the status and control of each task and identification of the
organizational unit with the authority and responsibility for executing each task
− The procedures, methods and controls for identifying and recording design problems or
deficiencies affecting supportability, corrective actions required, and the status of actions
taken to resolve the problems
− Description of the data collection system to be used by the contractor to document,
disseminate and control LSA and related design data

2.4.3 Functional requirements identification


This activity identifies the required operations and support functions for the Product. The
primary inputs are the results of the supportability and supportability-related design factors, and
results of the reliability and maintainability programs and analyses. The results of this task form
the basis for the support system alternatives. Through coordination and interaction with design
engineering, maintainability, human engineering and technical manuals, LSA personnel will
revise as applicable functional block diagrams identifying subsystem component changes and
their functional interface within the subsystem and with associated subsystem components. LSA
personnel will then evaluate and identify operations and maintenance functions that are
required to implement the maintenance and operational concept for LSA candidates.

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The functional requirements inherent in maintenance and operation of the Product include
requirements such as:

− Inspections
− Servicing
− Testing
− Operating
− Repairing
− Configuring for specific usage

2.4.4 Unique functional requirements


The same process used to identify operations and maintenance functions will identify any
unique functional requirements. These unique functional requirements are normally associated
with new technologies and equipment incorporated in the system or its support system.
Hazardous materials, hazardous wastes, and environmental pollutants will also be considered.

Although the same analysis techniques are utilized to identify and evaluate these unique
functions, special attention will be given to them because they have a tendency to exhibit higher
risks. The LSA organization will ensure that configuration changes are tracked and their impact
on identified unique functional requirements are identified and evaluated.

2.4.5 LSA program plan - generic example


The LSA PP is a crucial output document of the LSA GC. It is organized with general sections
and descriptive subsections. These are followed by the appendices. In the general section, the
following aspects are covered as a recommended minimum:

− Management structure of the program for both the contractor and customer
− Time schedule of the program and meeting calendar
− Definition of milestones
− Responsibilities and reporting levels
− Change process (categories and levels of authority)
− Risk management
− Work share agreements
Fig 2 shows a simplified and generic example of the structure of an LSA PP:

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Project XXX LSA Program Plan Date


CONTENT
1 General

2 Scope

3 General program definitions

3.1 Management structure of the program on customer side


3.2 Management structure of the program on contractor side
3.3 Time schedule of the program
3.4 Definition of milestones
3.5 Meeting calendar
3.6 Responsibilities and reporting levels

APPENDICES
Appendix A Purpose of LSA and of logistic analysis tasks
Appendix B System breakdown methodology
Appendix C Breakdown depth
Appendix D Rules for LSA candidate selection
Appendix E Candidate Item List
Appendix F Rules for analysis tasks selection
Appendix G Rules for performance measuring and verification
Appendix H IT aspects

ICN-B6865-S3000L0006-001-01
Fig 2 Example of content of an LSA Program Plan

The LSA PP appendices will provide additional clarity and specific needs which supports the
content in the subsections.

2.4.5.1 Purpose of LSA and logistic analysis activities


As a basic result of the LSA GC, the contractor and customer must agree to the principles of
how to use the data coming from the logistic analysis activities. The documentation of data
within a logistic database must define the purpose of collecting the data. Therefore, it is strongly
recommended to carefully select which data elements will be documented in a logistic database
and then link the data with its corresponding purpose. This also applies to the logistic analysis
activities. The selection must consider technical and economical aspects, especially for very
extensive analysis. Examples can be the following:

− Detailed or simplified Level of Repair Analysis (LORA)


− Optimization methods, such as via simulation runs
− Detailed Scheduled Maintenance Analysis (SMA)

2.4.5.2 Hierarchical product breakdown methodology


In this appendix to the LSA PP, the rules for establishment of a product breakdown
methodology must be documented. It must be clarified between the customer and the
contractor, how the breakdown elements are to be identified, eg using the S1000D Standard
Numbering System (SNS), Logistic Control Number (LCN) in accordance with MIL-STD 1388-
2B, or any other identification system preferred by the customer.

If it is necessary to use different breakdown methodology (physical and functional) within a


program in parallel, it must be clarified whether and how to interconnect these different
breakdowns. Additionally, the purpose of its use must be documented (eg a functional
breakdown).

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Note
It is recommended that detailed examples in the appendix are included, covering all
possible cases (eg it must be clarified how software will be incorporated within the
hierarchical breakdown, it must be clarified how to cover different end item variants).

2.4.5.3 Breakdown depth for the item under analysis


In addition to the decisions required for the types of breakdown, the breakdown depth is a
crucial attribute of the breakdown itself. The following aspects must be considered for a final
decision:

− Is a full breakdown of the item required to identify all relevant spare parts and is this
breakdown type effective and applicable?
− Is a breakdown that only contains LRUs applicable and effective?
− What depth of breakdown is required to identify all spare parts for a repair concept at the
authorized level?
− For what purpose a functional breakdown is established (eg for SMA) and how is the
functional breakdown linked to the physical breakdown?

2.4.5.4 LSA candidate selection criteria


The criteria for LSA candidate selection shall be documented in an appendix of the LSA PP. A
decision flowchart can also be part of the appendix.

2.4.5.5 Candidate item list


As an input to the LSA GC, a draft of the CIL must be prepared as an input document by the
contractor. During the GC, this draft must be discussed between the contractor and the
customer, resulting in an agreed upon CIL. The CIL will be a formal output document of the LSA
GC.

2.4.5.6 Potential analysis activities for candidate items


The CIL does not only contain the selection of the LSA candidates from the product breakdown,
it can also contain the analysis activities to be performed for each LSA candidate. In addition to
the analysis activities selection, the depth of the analysis must be clarified. For example, in the
area of the Maintenance Task Analysis (MTA), a decision must be made about how deep the
description of the maintenance task is documented or whether it is necessary for the project to
identify personnel requirements. Finally, the CIL can serve as an LSA program overview, in
which the complete effort is summarized. Additionally, the CIL can be used as a helpful
management tool, documenting the progress of the LSA program.

Note
As a final output from the LSA GC, a CIL must be generated. It is recommended that this
list is designated as a reference table and part of the projects master data which is shared
and synchronized across the project’s master data management system. It can be used as
a monitoring tool to supervise the progress of the project. This will avoid duplicating data,
such as breakdown information, in external lists which are not synchronized to cleansed
master data.

2.4.5.7 Performance measurement and verification of LSA activities


The performance of LSA activities must be continuously evaluated and documented eg by
status information within the logistic database. The criteria, when an analysis activity is fulfilled
or when an LSA candidate is completely documented within the logistic database, must be clear
and documented in a list of acceptance criteria that are a part of an appendix within the
Guidance Conference Document (GCD). The process and the rules of performance
measurement and verification must be clear. For each delivery of any analysis result, these
rules must be obeyed by both the customer and the contractor.

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2.4.5.8 IT aspects
It is recommended to avoid the usage of different software packages for the same analysis
activities at different locations. Integration and harmonization processes can be extensive and
are a potential risk factor. However, many projects currently use different software packages
because of existing licenses, contractual constraints or IT environment necessities. In this case,
for any task to be performed, the usage of suitable software packages compatible between all
partners are recommended.

The decisions about software packages must be documented at the LSA GC. Changes of
software releases during a program must be harmonized and agreed to between all impacted
partners.

2.4.6 LSA Guidance conference document - generic example


The GCD is another crucial output document of the LSA GC. It contains the implementation
rules of the LSA process on reporting, data element definitions, data exchange procedures and
selection of software packages to perform analysis activities.

An example for a possible structure of this document is given in Fig 3.

Project XXX LSA Guidance Conference Document Date


CONTENT
1 General

2 Scope

3 Implementation rules

3.1 Simple data element list (DEL)


3.2 Reporting process
3.3 Definition of required reports
3.4 Data exchange processes

APPENDICIES
Appendix A Detailed data element list (DEL & input instructions)
Appendix B List of selected software packages per analysis task
Appendix C Report examples
Appendix D Mathematical appendix

ICN-B6865-S3000L0007-001-01
Fig 3 Example of content of a Guidance Conference Document

The GCD is organized with a general section and a number of appendices, which are described
in the following paragraphs. In the general section, the definition of the implementation rules
cover as a minimum:

− Data Element List (DEL):


This is a list of all the required data that must be recorded in a logistic database.
− Reporting process and definition of required reports:
All report content and format must be defined clearly. Any data elements required for the
reports must be available and accessible. All contracting parties will agree on content,
format and derived calculations. Any business rules necessary to calculate and/or select
source data will be identified and documented.
Data exchange process:
For a proper exchange of information, a data exchange process must be established and
harmonized between the customer and the contractor. Especially in programs with several
partners on both sides, customer and contractor, a clear process for data integration and

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harmonization is required. A time schedule must be agreed to during the LSA GC and the
consequences of missing the time schedule must be clarified.

Note
A detailed description of the recommended data exchange format by the usage of ASD
DEXs is given in Chap 20.

2.4.6.1 Data element list and input instructions


The detailed DEL describes the context and description of the data being captured in an LSA
database. This includes syntax (if required) and allowed codification. Also, any calculation
methods of numeric values can be described in a mathematical appendix.

To support the initial selection of data elements, it is recommended to create a simple draft DEL
as an input to the LSA GC. The justification for the project's LSA DEL selection is based on the
following questions:

− Is the data element required for the proof of any specification values?
− Is the data element required for the calculation of any logistic parameters?
− Is the data element required for the following disciplines such as technical documentation,
materiel support, identification of special support equipment, and identification of facilities or
training requirements?
− Is the data element required for the performance proof of the LSA itself?
− Is the data element required to document the results of the logistic analysis activities?
− Is the data element required for any report, necessary for the customer and/or the
contractor?
− Is the data element a special interest for the customer/contractor (eg internal usage of
contractor)?
Note
It is recommended to select the data elements based on a logical, traceable project
requirements need. Listing of any data elements that do not link to a requirement or the
development (calculation) of a requirement are a candidate for elimination.

The DEL must be agreed to during the LSA GC and will be a part of the official GCD.
Nevertheless, it is to be considered as a living document. The DEL is updated due to the arising
of additional needs during program maturation (eg matured project design as indicated by
contractor and customer).

2.4.6.2 List of selected software packages


In the GC, the decision must be made or at least prepared, on which software packages will be
used by the contractor and the customer to support the required analysis activities. The
selection of software packages can be contractual. An upgrade or a complete change of
software packages within the project must be investigated carefully, including all participants
involved with such changes in the IT environment.

2.4.6.3 Reports examples


To guarantee a common understanding of reporting, examples can be part of the GCD. These
examples are distributed to the conference members: formatting, sorting, filling and calculations.

2.4.6.4 Mathematical appendix


To complete the implementation rules, calculation methods of calculation can be documented.
The calculation of values must be evaluated by both, contractor and customer, and must be
available for review by those who have a need. For this reason, a mathematical appendix
covers two basic aspects:

− Mathematical equations and their explanations including a list of mathematical


abbreviations and symbols used
− Sources and business rule logic from which the data is obtained for calculation

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2.5 LSA program organization


The program manager is the final authority for effecting implementation of the LSA program
integrated product development organization. LSA is part of the system engineering integration.
LSA is an integral element in the integrated product team’s commitment of providing the highest
quality products and services at the lowest possible cost.

The system engineering integration organization is responsible for defining the requirements
analysis for the LSA program.

− Performing the functional analysis and allocation and providing them to the integrated
product teams
− Providing product and process solutions which satisfies the supportability requirements
− Providing system analysis and control activities through the system engineering process
The integrated product team leader is responsible for completing the LSA program on his
Product.

The ILS manager is responsible for monitoring the LSA activities on all teams, ensuring
commonalty across the program and for delivery of LSA data submittals (if required). The
program manager has final authority for all program functions. Supportability is an active
member of the integrated product teams. The objective of these teams is to develop guidance in
system design that meets performance, producibility and supportability requirements and
achieves low LCC.

2.6 LSA management responsibilities


The following list provides an overview of the potential responsibilities of the different players in
the LSA process.

2.6.1 The LSA manager


The typical responsibilities of an LSA manager can be, but not limited to the following:

− Implement established company operating policies and procedures concerning LSA


− Accomplishes quality reviews of LSA data through in process reviews and formal reviews
prior to data submittal
− Addresses questions and coordinate required corrective actions pertaining to the
development, implementation, and modification of integrated maintenance concepts and
logistics resources and related problems/status
− Assesses subsystem design and support concepts for supportability influence/impact for
their assigned subsystems
− Assists in resolution of problems pursuant to acquisition of supplier/customer-furnished LSA
data necessary to support the assigned subsystems
− Assists in the development and implementation of formal LSA review activities to ensure
integration of maintenance concepts and compatibility with contractor and customer
requirements for their respective system
− Conducts LSA reviews with the customer and incorporate the results into the LSA database
− Coordinates evaluation of design changes for LSA impacts and ensure impacts are
highlighted to decision makers when design changes will have an adverse impact on ease
and cost of support
− Coordinates with appropriate Program and Functional management to ensure problems are
resolved for their assigned subsystems
− Documents LSA task analyses and coordinate LSA task scheduling and planning
− Maintains technical liaison with design/supportability engineering and logistics groups
− Manages the technical aspects of the LSA process and the documentation of design
considerations and logistic resource identification
− Monitors/coordinates the technical aspects of LSA relative to established program
objectives, schedules, and directives

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− Participates in customer and supplier design and program reviews and ensures LSA is an
agenda topic as appropriate
− Participates in technical coordination meetings and design reviews with suppliers and/or the
customer, ensuring that each review include a formal review and assessment of
supportability and related design requirements
− Provides assistance and information to Program and Functional management in achieving
contractor and customer objectives
− Schedules LSA in accordance with engineering documentation release dates/support
milestones, and accomplish LSA database management and configuration
− Tracks LSA task accomplishment and participate in problem resolution
− Establish company LSA operating policies and procedures
− Help establish program statement of work and approve man-hour estimates for all LSA
activity
− Help assign personnel to programs and projects as required satisfying the LSA statement
of work
− Monitor and assist LSA program managers/leads in the performance of program
statements of work
− Establish training requirements for LSA personnel and LSA related tasks

2.6.2 Program LSA managers and leads


The typical responsibilities of an overall program LSA manager (eg required within international
projects with several participating companies) can be, but not limited to the following:

− Ensure LSA program requirements are being met


− Implement established company operating policies and procedures
− Control program cost and maintain program schedule
− Maintain a functional interface with team members, subcontractors and/or vendors
− Maintain a program interface with program management and the customer
− Be technically responsible for the accuracy of the LSA

2.6.3 Program technical staff (logistics engineers and analysts)


The technical staff is responsible for the proper operation of the IT systems. This includes the
evaluation and provisioning of LSA data for other ILS disciplines or for management purposes.

− Responsible for the performance of the data analysis


− Operate data collection software and generate reports
− Manage supplier and customer interfaces for data collection
− Have working relationships with engineering, all ILS elements, suppliers, and customer

2.6.4 Supportability analysis integrated product team


Participate in the development of an early LSA strategy:

− Develop the LSA PP


− Participate in program and design reviews
− Coordinate the operational requirements
− Coordinate the requirements of mission hardware, software, and support system
standardization
− Participate in developing the requirements for comparative analysis
− Coordinate the requirements for technological opportunities
− Coordinate the requirements of supportability and supportability related design factors
− Perform scheduled maintenance analysis
− Participate in the development of support system alternatives
− Participate in evaluation of alternatives and trade-off analyses
− Coordinate inputs from maintainability and packaging, and develop maintenance task
analysis
− Coordinate the requirements for early fielding analysis

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− Coordinate the requirements for post production support analysis


− Coordinate the requirements for supportability test, evaluation, and verification

3 Product development organization


The product oriented organization integrates the unique capabilities of each engineering
discipline through the product development process. This process is a systematic approach to
the integrated, concurrent design of Products and their related processes, including production
and support. Use of this approach is intended to cause the developer, from the outset, to
consider all elements of the product life cycle from conception through disposal, including cost,
schedule, performance, supportability, quality and user requirements.

Integrating product development during design will help achieve first time quality and improved
compliance with requirements will:

− Support completing the program within target cost


− Meet affordability requirements through design for produceability and concurrent
manufacturing process improvements
− Reduce operational and support costs through design-to-supportability with emphasis on
reliability, maintainability and life cycle cost
Fundamental characteristics of an effective integrated product development organization are:

− Integrated product teams


− Clear product definition and interfaces
− Multidiscipline teams (integrated teams)
− Disciplined processes
− Single point accountability
− Effective communications
− Empowerment
− Performance metrics

3.1 Integrated product teams


Each of the product items in the entire system, including supplier and customer furnished items,
is owned by a product team. Resource allocation and integration normally occur through a WBS
hierarchy of product teams starting with the overall system team. The flow down is from team to
team to the detailed subassemblies or components. These teams represent significant,
identifiable subsystems, sub-subsystems and components, operation planning and logistics
segments.

Each level in the organization is fully accountable for the aggregate of its subordinate teams, as
well as for the integration and overall performance of its end product. Team leaders at all levels
embody the full responsibility, authority and accountability of their teams. A single unbroken line
of authority flows through the team leaders from the program manager to the subassembly or
component team leaders. Team leaders allocate roles and responsibilities based on specific,
tangible Products. Each team member has a clear charter that focuses on the development or
creation of a Product.

3.2 Multidiscipline teams


Early consideration of the product life cycle results in the identification of design conflicts. This
feature is made possible with multidiscipline teams where there is diversity of perspective to a
common mission. Each team member, whether they are skilled in:

− Design
− Quality assurance
− Manufacturing
− Reliability, testability and maintainability

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− Technical data and technical documentation


− Support equipment
− Supply support
− Facilities
− Technical services
− PHST
− Personnel and training
is forged into a single effort. The objective of an integrated team is to identify and resolve as
much design conflict as possible in the shortest period of time with the understanding that each
perspective is of equal value. Each team member brings a unique perspective to the creation of
a single, concurrently engineered design. Without this integration of perspectives there is no
integrated product development or concurrently engineered design.

3.3 Single point accountability


The integrated product team leader is held accountable for the development of all Products.
This feature provides the benefits of avoiding redundant efforts and defining clarity of purpose.

The integrated product team leader brings together the right resources (manpower, skills,
budget and facilities) to achieve the goal.

3.4 Empowerment
Empowerment enables integrated product team members to achieve their mission and provides
them with the ability to influence and to the maximum extent possible, control their disciplines
destiny. Team members are empowered to the extent necessary to fulfill their individual roles
and responsibilities but their ultimate destiny is controlled by the performance of their
teammates. By definition, every member within a team is dependent upon the other team
members. Empowerment is the principle of enabling team members, with sufficient and
adequate resources, to achieve their specified roles and responsibilities.

3.5 Management plans


Corrective actions for resource problems consist of procurement actions (early orders for long-
lead-time items or schedule, cost, and budget changes), support concept changes or design
changes. These resource challenges will be brought to management's attention through
technical analysis reviews and schedules. Problems that are identified will be worked through
the responsible functional management. The responsible subsystem logistics manager will
ensure that appropriate action is assigned and that proposed changes are implemented.

3.6 Clear product definition and interfaces


Mission success is dependent upon understanding clearly and completely what the Product is
that the team is accountable for providing. The product description includes not only the
requirements like performance, supportability, and produceability but also how that Product
must relate or interface with other Products.

3.7 Disciplined processes


The processes for designing, developing, testing, producing and supporting system and support
system Products are founded upon accepted standardized principles. The focus of integrated
product development is rigorous and consistent application of standardized processes for the
development of all Products along with a continuous search for methods to improve the
process. As the processes are documented, the team is committed to management by process
rather than management of the Product.

3.8 Effective communications


Communications in the integrated product development process simply means that a free and
open exchange of data, information and opinions is the fuel that keeps the process working.
Effective communications begins with establishing the roles and responsibilities of the teams,

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defining the team's products, establishing team goals and objectives, and providing the ability to
identify and resolve design conflict. Instrumental to effective communications are collocation of
team members, regularly scheduled integrated product team meetings, all-hands meetings,
functional and program staff meetings, effective use of memos, use of electronic
communications such as E-mail, video conferences, and knowledgeable interchange of data
and information.

3.9 Performance metrics


It is important to know how well each integrated product team is progressing toward
development of their Products. Measuring is achieved by identifying those critical parameters in
the product development process and establishing an associated metric. The parameters
selected by an individual or team must characterize:

− Product quality
− Schedule
− Cost
− Risk assessment

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Chapter 3

LSA business process

Table of contents Page


LSA business process ................................................................................................................... 1
References ..................................................................................................................................... 4
1 General ............................................................................................................................ 5
1.1 Introduction ...................................................................................................................... 5
1.2 Objective .......................................................................................................................... 5
1.3 Scope............................................................................................................................... 5
2 Establishing Product usage data ..................................................................................... 6
2.1 General usage aspects.................................................................................................... 6
2.2 Operational requirements document ............................................................................... 7
2.2.1 General usage scenario .................................................................................................. 7
2.2.2 Geographical position of locations and special conditions of each location ................... 8
2.2.3 Product support and product deployment ....................................................................... 8
2.2.4 Usage overview ............................................................................................................... 8
2.3 Customer requirements document .................................................................................. 8
2.3.1 Supply concept ................................................................................................................ 9
2.3.2 Support equipment concept............................................................................................. 9
2.3.3 Personnel integration and staff training ........................................................................... 9
2.3.4 Facilities ........................................................................................................................... 9
2.3.5 IT and communication resources .................................................................................... 9
2.3.6 New organizational structures ......................................................................................... 9
2.3.7 Schedule considerations ............................................................................................... 10
2.3.8 Additional aspects ......................................................................................................... 10
2.3.9 Detailed checklist for the creation of a customer requirements document ................... 10
2.4 Time schedule for document creation ........................................................................... 10
2.5 Site surveys ................................................................................................................... 10
2.6 Qualification requirements ............................................................................................. 10
2.7 Certification requirements.............................................................................................. 11
3 Establishment of Product design and performance data .............................................. 11
3.1 Selection criteria concerning LSA relevant data and information.................................. 11
3.1.1 Selection of LSA data and information derived from contractual documents ............... 11
3.1.2 Selection of LSA data and information derived from Product usage data .................... 12
3.1.3 Selection of LSA data and information derived from design and performance
specifications ................................................................................................................. 12
3.1.4 Selection of LSA data and information relevant for Product certification and verification
contained in other Product documents .......................................................................... 12
3.2 Influence of overall LSA strategies and principles on LSA data selection .................... 13
3.2.1 Procedures and principles influencing selection of LSA data ....................................... 13
3.3 Acceptance rules concerning the verification of values ................................................ 14
3.3.1 Category of measurement values.................................................................................. 14
3.3.2 Identifying tolerances ..................................................................................................... 14
3.3.3 Establishment of acceptance criteria ............................................................................. 14
3.3.4 Establishment of special rules ....................................................................................... 14
3.4 Criteria and procedural aspects for verification of projected values.............................. 14
3.4.1 Determination of measurable target values................................................................... 14
3.4.2 Verification of the individual projected values ............................................................... 15
3.4.3 Verification method ........................................................................................................ 15
3.4.4 Verification for special purposes.................................................................................... 15
3.4.5 Update of status codes .................................................................................................. 15

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3.5 Customer involvement ................................................................................................... 15


3.5.1 Checklist for the LSA guidance conference .................................................................. 15
3.5.2 Documentation of the results of the LSA GC ................................................................ 16
4 LSA guidance conference ............................................................................................. 16
4.1 The transition from a request for proposal to the LSA guidance conference ................ 16
4.2 LSA business process overview .................................................................................... 18
4.3 Documents and Information for LSA guidance conference........................................... 19
4.3.1 Checklist of documents for the LSA guidance conference............................................ 20
4.3.2 Checklist of documents and information from the LSA guidance conference ............... 21
4.4 Candidate item list ......................................................................................................... 21
4.5 Contractual documents.................................................................................................. 21
5 Candidate item selection and identification ................................................................... 22
5.1 Definitions and general terms ........................................................................................ 22
5.1.1 Candidate and non-candidate ....................................................................................... 22
5.1.2 Maintenance relevant items and maintenance significant items ................................... 23
5.1.3 Structural items, structure significant items and structural details ................................ 23
5.1.4 Non-hardware items ...................................................................................................... 23
5.2 Classification of LSA candidates ................................................................................... 24
5.3 Selection process and criteria list .................................................................................. 24
5.3.1 Preconditions for the selection process - Product breakdown ...................................... 24
5.3.2 Preconditions for the selection process - Existing analysis results ............................... 25
5.3.3 Preconditions for the selection process - Candidate selection rules ............................. 25
5.3.4 Preconditions for the selection process - Candidate classification selection rules ....... 26
5.4 Influencing factors ......................................................................................................... 27
5.5 Recommendations for LSA candidate selection............................................................ 27
5.6 Candidate item list (draft) .............................................................................................. 29
5.7 Candidate item list as an output of LSA guidance conference...................................... 29
6 Logistic analysis activities.............................................................................................. 30
6.1 Principles for analysis activity selection ........................................................................ 30
6.2 Potential analysis activities ............................................................................................ 30
6.2.1 Analysis for identification of general LSA needs ........................................................... 31
6.2.2 Comparative analysis .................................................................................................... 31
6.2.3 Human factor analysis ................................................................................................... 31
6.2.4 Configuration assessment ............................................................................................. 32
6.2.5 Assessment of reliability analysis .................................................................................. 32
6.2.6 Maintainability analysis .................................................................................................. 32
6.2.7 Testability analysis ........................................................................................................ 33
6.2.8 Analysis activities concerning event driven maintenance ............................................. 34
6.2.9 Level of repair analysis .................................................................................................. 35
6.2.10 Maintenance task analysis ............................................................................................ 36
6.2.11 Software support analysis ............................................................................................. 36
6.2.12 Operations analysis ....................................................................................................... 37
6.2.13 Simulation of operational scenarios .............................................................................. 37
6.2.14 Training needs analysis ................................................................................................. 37
6.3 Analysis relations and general overview ....................................................................... 37
6.4 Analysis activities selection criteria ............................................................................... 38
6.5 Checklist for analysis activity recommendation ............................................................. 40
6.5.1 Recommendation and decision sheet ........................................................................... 40
6.5.2 Selection matrix example and rating values .................................................................. 40
6.6 Analysis workflow processes ......................................................................................... 41
6.6.1 Early phase analysis activities ....................................................................................... 42
6.6.2 Design freeze analysis activities.................................................................................... 43
6.6.3 In-service phase analysis activities ............................................................................... 43
6.6.4 Summary of activities over the life cycle phases ........................................................... 43
7 Customer involvement ................................................................................................... 44
7.1 Customer assessment of candidate items and recommended analysis activities ........ 44

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7.1.1 Establishing LSA assessment rules .............................................................................. 45


7.1.2 Initial assessment and re-assessments ........................................................................ 45
7.1.3 Establishing an assessment procedure......................................................................... 46
7.2 Information exchange between customer and contractor ............................................. 46
7.2.1 Commenting process ..................................................................................................... 46
7.2.2 Informing the contractor by the customer ...................................................................... 46
7.3 Final clarification on open issues................................................................................... 48
7.4 Customer decision (status influencing) ......................................................................... 48
7.5 Exchange of analysis data with the customer ............................................................... 49
7.5.1 Establishment of appropriate rules for data and document exchange .......................... 49
7.5.2 LSA data and document collection by the contractor .................................................... 49
7.5.3 Delivery of LSA data/documents by the contractor ....................................................... 49
7.5.4 Customer assessment and distribution of assessment results ..................................... 49
7.5.5 Distribution of customer response by the contractor ..................................................... 49
7.5.6 Distribution of the contractor response concerning disagreed comments .................... 50
8 LSA review conference.................................................................................................. 50
8.1 LSA review process overview........................................................................................ 50
8.2 Subject for review .......................................................................................................... 51
8.3 Examples for review structuring .................................................................................... 51
8.3.1 LSA review step - CIL and maintenance analysis allocation......................................... 51
8.3.2 LSA review step - LORA results and maintenance concept information....................... 51
8.3.3 LSA review step - FMEA and SMA results .................................................................... 52
8.3.4 LSA review step - Maintenance Task Analysis (MTA) .................................................. 52
8.4 Status code examples ................................................................................................... 52
8.5 Depth of status code allocation ..................................................................................... 53
8.6 Functions of the status code.......................................................................................... 53
8.7 Status code definition at the LSA guidance conference ................................................ 53
9 Starting point and management of the creation of the logistic products ....................... 53
9.1 Starting point recommendations .................................................................................... 53
9.1.1 Technical documentation............................................................................................... 53
9.1.2 Materiel support ............................................................................................................. 55
9.1.3 Common and special support/test equipment ............................................................... 56
9.1.4 Training .......................................................................................................................... 57
9.2 Management of the development of the logistic products ............................................. 58
9.3 Influence of modifications on logistic products .............................................................. 58
10 Checklists ...................................................................................................................... 59
10.1 Detailed checklist for the creation of an ORD ............................................................... 59
10.2 Detailed checklist for the creation of an CRD................................................................ 63
10.3 LSA candidate selection flowchart examples ................................................................ 66
10.3.1 Non structural items ....................................................................................................... 66
10.3.2 Structural items .............................................................................................................. 67

List of tables
1 References ...................................................................................................................... 4
2 Required input documents for LSA GC ......................................................................... 20
3 List of output documents of the LSA GC ....................................................................... 21
4 Definitions of MSI and MRI ............................................................................................ 23
5 Definitions of Structural Item, Structure Significant Item and Structural Detail ............. 23
6 LSA candidate categories.............................................................................................. 24
7 Classification criteria for full LSA candidates ................................................................ 26
8 Classification criteria for partial LSA candidates ........................................................... 26
9 Classification criteria for LSA candidate family ............................................................. 27

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10 Recommendations for LSA candidate selection............................................................ 28


11 Depth of maintainability analysis depending of item type ............................................. 33
12 Classification of different depths of LORA..................................................................... 36
13 Analysis activities selection criteria ............................................................................... 39
14 Summary of LSA activities during the Life Cycle Phases ............................................. 44
15 Explanation of time schedule of the commenting process ............................................ 47
16 Examples for status codes ............................................................................................ 52
17 List of different spare part types identified by LSA ........................................................ 55
18 Checklist of detailed questions to support the ORD creation ........................................ 59
19 Checklist of detailed questions to support the CRD creation ........................................ 63

List of figures
1 Schedule for the creation of the basic documents ........................................................ 10
2 LSA activities in conjunction with the preparation of an offer/contract .......................... 17
3 Flowchart of LSA business process at a glance (Sheet 1 of 2) ..................................... 18
4 Flowchart of LSA business process at a glance (Sheet 2 of 2) ..................................... 19
5 LSA GC, inputs and outputs .......................................................................................... 20
6 Analysis activities relations and overview ..................................................................... 38
7 Example of a simple analysis activity recommendation sheet ...................................... 41
8 Position of LSA in the overall project schedule ............................................................. 42
9 Process of information exchange between customer and contractor (example) .......... 47
10 Correlation between LSA and technical documentation ............................................... 54
11 Correlation between LSA and materiel support............................................................. 56
12 Correlation between LSA and support/test equipment .................................................. 57
13 Correlation between LSA and training ........................................................................... 58
14 Influence of design modifications on logistic disciplines in general............................... 59
15 Full LSA candidate selection flowchart .......................................................................... 66
16 Partial LSA candidate selection flowchart ..................................................................... 67
17 LSA candidate selection flowchart for structural items .................................................. 68

References
Table 1 References
Chap No./Document No. Title
Chap 5 Influence on design
Chap 9 Logistic related operations analysis
Chap 10 Scheduled maintenance analysis
Chap 12 Maintenance task analysis
Chap 13 Software support analysis
DEF-STAN-00-60 Integrated Logistic Support - UK MoD
MIL-STD 1388-2B DoD requirements for a Logistic Support Analysis Record
S1000D International specification for technical publications using

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a common source database


S4000P International specification for developing and continuously
improving preventive maintenance
SAE ARP5580 Recommended Failure Modes and Effects Analysis
(FMEA) Practices for Non-Automobile Applications

1 General
1.1 Introduction
With the introduction of a new Product, all logistic requirements must be made available in a
timely manner. This requires projects to establish a process that ensures logistic requirements
are taken into account during the design of the Product. This process includes a number of
analysis activities concerning a wide range of logistic considerations. The contractor and the
customer must both agree on the activities to be carried out in order to achieve proper
supportability. Early consideration of logistic aspects is increasingly important with regard to
both operational and economic considerations. A Product that cannot be operated and
maintained properly and cost effectively is not acceptable to the end user.
Modern Products normally contain software elements. The overall Logistic Support Analysis
(LSA) process for software and hardware is very similar. Therefore, this chapter is valid for the
supportability of software, as well as hardware. However, some specific aspects of software
must not be ignored (refer to Chap 13). This chapter is referenced as appropriate.
Logistic considerations are significant in terms of costs. Over the life cycle of a complex
technical Product, support costs are much higher than acquisition costs. Because of this,
projects are tending to consider logistic aspects as important as performance aspects.

1.2 Objective
This chapter is a guideline for the establishment of an effective LSA business process. It
considers each life cycle phase of a Product and emphasizes the importance of the logistic
requirements. Additionally, the interaction between the contractor and the customer during the
different phases of the Product's life cycle is described in detail. The LSA process has two main
purposes:
1) influence the design to allow appropriate supportability with the help of different analysis
methods, and
2) the creation of logistic end products should be managed.
The requirements for spare parts, consumables, technical documentation, support equipment,
personnel, training, facilities and software support are identified and the creation of the logistic
end products should be supported. Altogether, this is an extensive task, which must carried out
with accuracy. A properly established LSA process that is embraced and used by the customer
and the contractor is an example of an efficient plan for a successful introduction of new
complex technical equipment.

1.3 Scope
This chapter is directed at Integrated Logistic Support (ILS) and LSA managers for both the
customer and the contractor. LSA offers a powerful methodology to build the core needs for the
realization of ILS. Additionally, monitoring and control functions can be achieved by using
relevant LSA information. The quality and commonality of the logistic products can be positively
influenced by the application of an LSA process. With the incorporation of various analysis
results, it can be assured that customer's needs for operability, supportability and readiness can
be achieved.

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2 Establishing Product usage data


To identify the pertinent supportability aspects of a new Product, all relevant information related
to the intended use must be collected and documented in a set of consistently structured,
mandatory documents. In an early stage of a project, sometimes complete relevant information
is not always available. In this case, iterative steps would be necessary for a complete definition
of the customer's usage of the Product to be analyzed. In any case, changes to the usage
scenario are of crucial importance for logistic purposes and must be taken into consideration by
the logistic analysts accordingly.

2.1 General usage aspects


To establish an initial overview that identifies pertinent supportability aspects, some very
general decisions are necessary. These first decisions must consider the overall preconditions
for the usage of the new Product to be introduced and also consider some strategic aspects
coming from the Product design and performance data, which are described in Para 3. These
general decisions should be documented in a general project document describing the overall
support strategy. This strategy should be a basic guideline for the further execution of any
logistic analysis and for creation of the Operational Requirements Document (ORD) and the
Customer Requirements Document (CRD).
The general questions, which should be answered before, or at least in parallel to, the creation
of the ORD and the CRD, are the following:

− How will the Product be used?


A short description of the Product should be given including key features, key requirements
and basic technical data needs.
− Will contractor logistics support be required? If yes, at which maintenance levels?
This is a very central question that can only be answered by a deeper examination of some
additional aspects described in the following questions.
− Where will the Product be operated and maintained?
• In which operational environment will the Product be operated and maintained (from a
fixed/industrial/benign environment to a mobile/austere/hostile one)?
• Will the environment influence the item’s characteristics (eg, reliability, maintainability)?
• Will the environment significantly change the manner in which the item must be
repaired? If so, there could be a better approach than contractor support.
− How long will the Product be used (predicted service life)?
If the Product will only be on the inventory for a few years, then contractor support could be
preferable to a lengthy and costly gearing-up of an organic logistics support structure.
− How many maintenance levels are planned for the Product support?
The repair strategy must be clearly established before the ORD is written.
− What are the features and/or typical actions within each maintenance level?
For example in a classical 2-level maintenance concept, the exchange of "black boxes" and
the returning to the contractor or to the original manufacturer will be typical.
− Are there existing maintenance capabilities that can be adapted to the support concept for
the new Product?
− Is the usage of existing maintenance capabilities from other Products or other similar
Products at or nearby the operating locations possible and effective?
− Should the customer be involved in any repair activity of the Product or should the
corrective maintenance be limited to simple "black box" exchange (replace only)? The
involvement of the customer is dependent on the abilities which can be provided by the
customer itself.

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− What frequency and duration of preventive or scheduled maintenance actions (expressed in


measurable terms) is acceptable?
− Are there limitations for preventive maintenance (eg, because of special preconditions
concerning available personnel or facilities)?
− How much of the software is mature? How much is unique to the customer?
Software that is not delivered 100% bug-free, could take several years to mature. The
logistics support structure should also address software maintenance of potential user
required upgrades.

− Is there any software/data loading and/or unloading which should be performed by the
customer?
Which concept should be established to guarantee proper function of the Product after the
loading of software/data at an acceptable level (eg, simulated integrity test based on a
hardware-software compliance matrix in a test bench, General Purpose Test Equipment
concept for software, required software device and encrypting system for loading and/or
unloading).
− What is the expected need for Product replacement or upgrade due to changes in
technology? This questions concern how a support structure can keep up with changes in
the Product and modify the support strategy. If it is difficult or impossible, contractor logistics
support should be preferred.
All general questions should be answered as completely as possible. Additional questions to
those listed above could arise. This depends on the project and on the corresponding Product
to be used. The basic principle should be to use the best information available. It is
recommended that a basic document with all general and programmatic information be created
and agreed to by both the contractor and the customer. Ideally this should be done before the
creating the ORD and the CRD.

2.2 Operational requirements document


Operational requirements must be defined in a quantitative and qualitative way. Previously
conducted analyses concerning area of operation and Product usage, that identified relations
between hardware, usage and supportability, should be considered. A further definition of the
identified operational requirement must be performed and metrics gathered. Supportability
requirements are developed directly from the operational requirements. Each supportability
requirement should be based on an operational requirement, and that relationship should be
clearly identified. If the basis for the supportability requirement is not clear, that requirement
should be regarded with suspicion. The main goal is to identify and document the pertinent
operational requirements related to the intended use of the new Product. The writers of the
ORD are required to identify key performance indicators. Any parameter not identified as a key
parameter, should be a candidate for revision when supportability attributes are negatively
impacted. The ORD requires the Product developer to make difficult choices between “must
have” and “nice to have” at an early stage of the project. This information is of vital importance
to the logisticians so they can understand what they must support, regardless of costs, and
what they can trade off.

2.2.1 General usage scenario


In the general usage scenario, all information that describes the environmental aspects of the
usage of the Product should be collected. These include but are not limited to:

− General description of overall usage areas and/or mission areas


− Possible operation scenarios and requirements for each scenario must be documented
− Influence on the environment by the usage of the Product and resulting actions to avoid or
reduce negative influence
− Supportability problems that have arisen over the life of the currently used Product
− Interaction and dependability with existing Products

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− Mobility requirements

2.2.2 Geographical position of locations and special conditions of each location


Details that describe each location in which the Product will be operated and any special
aspects of those locations should be collected. These include but are not limited to:

− Number and geographical position of the operating locations


− Type of each operating location
− Special conditions at each operating location
− Is the location in a peacetime or wartime region?
Threat situations require a special emergency maintenance concept limited to minimum
intervention.
− Is sufficient infrastructure available to access each operating location?
− Special infrastructural requirements for reaching a location
− Capabilities (existing and planned) of each location (eg, equipment, infrastructure,
personnel, facilities, supply depot, repair station)
− Interactions between different locations concerning, as an example maintenance support,
from one location for another location

2.2.3 Product support and product deployment


Details of the deployment of the Product and the interactions coming from the deployment
should be collected. The location at which the Product will be based, affects the decision to use
either organic or contractor support. These include but are not limited to:

− Number of systems supported per location


− Deployment of Products per location
− Interactions between the different locations concerning usage

2.2.4 Usage overview


Depending on the customer, define the planned usage of the Product as a basic input to logistic
analysis. The frequency and the duration of the usage, in combination with the reliability of the
Product, provide the initial basis for determining the range and quantity of support resources
that will be required. These include but are not limited to:

− Key usage/key missions per location


− Performance parameters and constraints. The Product performance parameters, such as
range, accuracy, payload or speed, are to be identified in measurable quantifiable terms.
General terms or those whose interpretation is potentially ambiguous must be avoided.
− Predicted operational availability and usage success rates
− Operation per unit of time
− Operation profile per operating day, week, month or year
− Usage of the Product as training equipment as a portion of operating time
− Permanent operational conditions/possible maintenance windows
− Average duration of each unique usage event
− Key measurement base of usage per unit of time
For a detailed checklist on how to create an ORD, please refer to Para 10.1.

2.3 Customer requirements document


To ensure the proper usage of the Product, the customer should consider all the logistic
requirements. The logistician can most efficiently influence the supportability and design of a
new system during its early stages of development. One method to convey these needs is to
document them in a CRD. The scope of the content of the CRD is given in Para 2.3.1 thru
Para 2.3.9.

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2.3.1 Supply concept


The supply concept is of crucial importance for the logisticians. A general decision on how to
organize the provision of spare parts and consumables can have high impact on the
maintenance scenario itself. The logistician must decide whether or not facilities must be
planned because of the need for supply storage areas and who will manage the supply chain
when outsourcing the Supply Chain Management. Costs (especially facility construction) and
obsolescence are important considerations.

2.3.2 Support equipment concept


Common support equipment, instead of special support equipment, should be acquired when
possible to be cost effective. To reduce costs, it is important to evaluate whether or not existing
support equipment can be used or can be adapted for use.

2.3.3 Personnel integration and staff training


Manpower issues are crucial to the supportability of many systems. It is necessary to plan for
the timely training of all support personnel. Acceptable risk levels, training level needs, and
manpower ratios must be addressed as supportability concerns. The training needs consist of
two distinctive components: initial and on-going. Both are important in order to ensure adequate
personnel skill levels. Given the high level of turnover in personnel, maintaining a specific skill is
often a crucial issue. Repair and maintenance personnel can also turn over rapidly. Support
planning must deal with these issues.

2.3.4 Facilities
Early planning considerations must be given to facilities because of the long lead times
associated with site acquisition and allocation. Facilities that address maintenance actions must
be planned with care to ensure process needs and activity work flow are supported.

2.3.5 IT and communication resources


IT and communication resources is another area where logisticians need proper preparation.
These include but are not limited to:

− What constraints are necessary in order to provide interfaces with other services?
− What is the trade-off when X architecture provides a desirable improvement in operational
availability but denies access to Y communications network used by another service?
− Which IT architecture must exist or must be additionally established?
IT resources must include all aspects such as computer hardware, computer network
components, network wiring, communication protocols, software packages, data security
aspects and standards.
This subject also requires an understanding of future capabilities. Designing a system to
interface with those “forecasted to exist at the time the system will be fielded” requires the
engineer and logistician to be aware of the status of other related projects. How the Product
interfaces with planned future communications architecture must be addressed. The logistician
must assess the impact of IT-system changes to be expected and determine necessary
adjustments to the logistics structure.

2.3.6 New organizational structures


New organizational structure considerations have two aspects:

− Any changes to the established organizational structure at a location of the customer that
must be made to support and operate the system
− Changes in the organizational structure (eg, reduction in personnel) that can be made
because the system replaces old existing systems or because the new Product is easier to
maintain

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Organizational structure changes have impacts on available logistics support infrastructure that
must be accounted for in the development of a new Product.

2.3.7 Schedule considerations


The logistician is obviously concerned with scheduling decisions. Logistic support is a vital and
integral part of any Product that is fielded. Only when logistics is an afterthought would it cause
delays and inefficient use of resources. If logistic considerations are interwoven with each
project in each of its phases, then the supportability schedule will have been efficiently
synchronized and integrated with other system schedules.

2.3.8 Additional aspects


Special aspects concerning areas such as packaging, storage, handling or transportation
considerations can be addressed here. Unique data requirements are defined here. Logisticians
must know how and when they will use the data they request, and they must be able to
distinguish between “nice to have to cover possible contingencies” data and essential data.
Packaging, handling, transportation, disposal and environmental impact considerations are far
from the forefront for system designers, developers, and users, but they are important and
potentially expensive considerations. Logisticians must understand the potential impact of these
issues on the Product from its inception, and must raise these issues whenever they have an
impact on project planning.

2.3.9 Detailed checklist for the creation of a customer requirements document


For a detailed checklist how to create a CRD, please refer to Para 10.2.

2.4 Time schedule for document creation


To ensure that all required information is available for each of the three basic documents which
identify Product usage data, a sequence or work flow for the creation of these documents
should be identified. Refer to Fig 1.

General
General ORD
ORD CRD
CRD
Usage
Usage
Aspects
Aspects

Time
ICN-B6865-S3000L0002-001-01
Fig 1 Schedule for the creation of the basic documents

2.5 Site surveys


Site surveys of operational units and maintenance/repair workshops can provide a significant
input into the operational and customer requirements in terms of identifying existing capabilities,
resources, and potential problems. Site surveys can be useful once the operational environment
for the new equipment is identified in sufficient detail to determine existing operational units and
repair facilities that would most likely be involved in the operations and support of the new
equipment. The results of site surveys should be documented carefully and should become part
of the ORD (eg, as an additional appendix).

2.6 Qualification requirements


When the customer requires a qualification process, it must be clear between customer and the
contractor, at an early stage, which aspects of maintenance activities must be taken into
account to achieve a qualification of the Product by customer authorities. The requirements for

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the qualification must be defined by the customer and should be transmitted to the contractor
together with the ORD.

2.7 Certification requirements


When a required certification process is necessary for the operation of the Product in the
predicted environment, special attention should be given to the collection and documentation of
the maintenance activities that are a part of the certification. These activities are necessary,
regardless of the costs. All aspects of maintenance activities that influence certification must
have first priority. The project, in its early stages, must clarify which efforts must be considered
in order to fulfill the requirements of the certifying authority. The requirements for the
certification are defined by the certifying authority and must be well known to both the customer
and the contractor.
The customer and the contractor must ensure that the differences between the qualification
process and the certification process are evident and well known to each responsible person.

3 Establishment of Product design and performance data


LSA requires the identification and documentation of relevant Product design and performance
data/information. This includes but is not limited to:

− Selection criteria concerning LSA relevant data and information. Refer to Para 3.1.
− Influence of overall LSA strategies and principles on LSA data selection. Refer to Para 3.2.
− Acceptance rules concerning the verification of values. Refer to Para 3.3.
− Criteria and procedural aspects for verification of projected values. Refer to Para 3.4.
− Customer involvement. Refer to Para 3.5.

3.1 Selection criteria concerning LSA relevant data and information


In this context, the data and information that should be considered as relevant are those that
are subject to verification and control within the intended LSA process. Related criteria must be
established in detail depending on the individual Product that is subjected to LSA, the related
contract and specifications, as well as the established ILS philosophy. Relevant information can
be documented within the LSA database as requirements in order to set a goal to be verified
within the established LSA process. As a general approach, the selection criteria described in
the following paragraphs should be considered.

3.1.1 Selection of LSA data and information derived from contractual


documents
Contractual documents should be considered carefully for LSA relevant Product design and
performance features that could be verified by information documented within the LSA
database. Usually, overall Product requirements or so-called Key Performance Indicators of
importance are covered within these documents to establish mandatory goals and/or thresholds
that are potentially related to contract incentives.
Examples of Key Performance Indicators:

− Specified Maximum Maintenance Man Hours per Operating Hour.


This value could serve as a benchmark concerning successful maintenance design.
− Specified Maximum Mean Time to Repair paired with Specified Maximum Mean Time to
Repair Percentile. These values could serve as an indication for successful design as it is
related to repair within established time constraints.
− Specified Maximum Failures per Operating Hour. This value is an indication of the desired
reliability of the Product and inversely the maintenance workload.
− Specified figures concerning minimum availabilities.
These values could serve as an indication for successful design with respect to readiness
for operation.

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− Testability characteristics.
These values indicate the ability of the design for monitoring vital functions, detection and
localization of potential malfunctions by internal means like Built in Test Equipment (BITE)
and overall test architecture.
− Minimum operational lifetime.
This value indicates a minimum lifetime requirement. This should indicate any risk of falling
below the established threshold.

3.1.2 Selection of LSA data and information derived from Product usage data
Relevant information can be documented within the LSA database as a baseline reference, in
this context, refer to Para 2.
Examples:

− Annual Operating Requirements (AOR) with its measurement base


− Number of operating locations to be considered
− Number of systems to be operated at each location
− Maintenance levels to be established at each location
− Maintenance personnel available at each location (number of persons by trade and skill)

3.1.3 Selection of LSA data and information derived from design and
performance specifications
LSA relevant parameters influencing the design and performance of the Product can be
documented within the LSA database for verification and/or control purposes, in this context,
refer to Chap 5.
Examples:

− Specified Mean Time Between Failures (MTBF) together with the related measurement
base indicating the minimum value
− Reliability growth
− Specified testability features concerning BITE
− Specified maximum allowable time for replacement
− Specified Maximum Mean Time to Repair paired with Specified Maximum Mean Time to
Repair Percentile. These values could serve as an indication for successful design related
to repair within established time constraints.

3.1.4 Selection of LSA data and information relevant for Product certification
and verification contained in other Product documents
LSA relevant information can also be derived from other documents originated by the design
department, Configuration Management (CM), safety, stress department or from the customer's
documents.
Examples:

− Special operation and/or repair limitations (eg, temperature ranges, anti-static protection
requirements, clean air repair conditions)
− Delivery plans
− Validity information (eg, version applicability)
− Hazardous classification of failures
− Storage limitations and/or requirements
− Criticality classification of specific parts
− Scheduled requirements (eg, established time limits, overhaul requirements)

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3.2 Influence of overall LSA strategies and principles on LSA data selection
Prior to the determination of relevant Product design and performance data, an overall LSA
strategy should be established as part of the tailoring of the LSA program. The tailoring
processes are dependent on the project’s complexity, value to business units (contractor), and
known risk factors. These constraints and performance requirements are then balanced
between the required analysis efforts, time, schedule, and allocated budget with a cost/benefit
that is best for the project. These requirements, issues, and constraints are then reviewed and
evaluated at the Guidance Conference (GC) to achieve a consensus between all participants.
These findings, analyses and resulting agreements are documented in the Guidance
Conference Document (GCD).
This tailoring activity is an iterative process and should be repeated in each program phase.
Results and lessons learned from each prior phase should be a part of and included in the
tailoring analysis for each of the following phases.

3.2.1 Procedures and principles influencing selection of LSA data


The overall LSA strategies and principles could influence the selection of Product design and
performance data in relation to the LSA process. Examples for supportability needs to be
considered in this area are:

− Pre-determined two level maintenance concept


Maintenance is mainly limited to only two maintenance levels, one for the replacement of
an item and the other for its repair. This will help avoid requiring duplicate inventory at
many repair facilities. The two level maintenance concept is normally preferred because of
overall cost considerations if the equipment (LRU) to be removed and replaced at the
operational site have a low failure rate and a high built-in-test detectability rate, and a
responsive supply chain between the operational sites and suppliers is configured
With this concept, LSA data are limited to pre-determined Maintenance Levels (ML).

− Repair concentrated on one certain ML’s


Repair is mainly limited to user sites in order to achieve maximum autonomy, independent
of cost-effectiveness.

With this concept, repair option data are limited to the pre-determined ML.

− Limited Repair at ML 1 and/or 2


The corrective maintenance action could be limited to an item exchange (no in situ repair)
in order to shorten any operational downtime.
With this concept, maintenance task are limited to pre-determined criteria.

− Single source principle


When major repair is necessary, the supplier of the item should be most-favored since
because of, for example, related experience, personnel and equipment are available and
ready.

With this concept, repair data are limited to the supplier information.

− Interim support concept


In order to acquire experience and reduce risks prior to final Maintenance Concept (MC)
decisions, an interim support phase could be established.
With this concept, MC data are limited to preliminary information.

− Commercial off-the-shelf (COTS) concept

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When equipment already available on the market is used, related conditions must be
accepted.
With this concept, data must reflect related supplier information/conditions.

3.3 Acceptance rules concerning the verification of values


Clearly defined acceptance rules should be established in order to avoid uncertainty during the
verification process. These rules will allow accurate acceptance or rejection of the results for
LSA relevant Product design and performance data.

3.3.1 Category of measurement values


The type of requirement should be stated regarding the importance of the related values such
as:

− Mandatory values
− Objectives
− Thresholds (minimum or maximum values)

3.3.2 Identifying tolerances


For each identified value, the associated tolerances should be expressed.

− Tolerances for the dedicated value expressed by the requirement for one single value
− Tolerances concerning a group of similar values, for example, possible compensating of
failure rates within a given area of items under analysis in order to meet the failure rate
of the group instead of the single items, (eg, by following additional constraints)

3.3.3 Establishment of acceptance criteria


Measurable acceptance rules should be established for each specified value along with its
related requirement. These rules should identify the basic conditions (eg, fulfillment of minimum
required values based on sufficient statistic confidence levels) that lead to the acceptance or
rejection of the values documented within the LSA database.
In addition, the consequences of the established status information should be stated clearly:

− Status of the Item Under Analysis (IUA) indicating the acceptance of the documented value
− Status of the IUA indicating the rejection of the documented value with related justification
− Status of the IUA indicating the conditional acceptance of the documented figure (eg, in
general acceptable but requiring minor rework)

3.3.4 Establishment of special rules


When special rules are established, the related conditions and related values must be well
defined in order to avoid uncertainty:

− Establishment of penalty regulations concerning failed specified LSA significant data


− Establishment of rewards in case of exceeding specified LSA significant data

3.4 Criteria and procedural aspects for verification of projected values


Finally, the criteria for verification of data and/or other information being subject to verification
should be established.

3.4.1 Determination of measurable target values


For data elements under consideration the related projected value range should be established
and documented within the LSA database as a requirement by considering the original target
along with its established tolerances and relevant acceptance rules, if any. The projected value
range can be allocated to a single item and/or a group of dependent items covered by relevant
acceptance rules in order to establish the related acceptable values that fulfill the requirements.

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3.4.2 Verification of the individual projected values


The relevant data and other information documented in the LSA database derived from the
analysis process should be compared to the associated acceptable values. The result should be
reported to the analyst and/or involved management indicating whether or not the actual LSA
values consistent with the projected values.

3.4.3 Verification method


Projected values and their method of verification should be agreed upon:

− Verification by furnishing analytical proof (documented within the LSA database)


− Verification using an analytical method based on appropriate tests (eg, at a test rig)
− Verification by demonstration on a prototype or serial versions of the Product
− Verification under the rules of certification and/or demonstration programs
− Verification by trial sessions (eg, performed by customer's staff)
− Verification during long term exercises (eg, during a defined "maturity phase")

3.4.4 Verification for special purposes


When verification for special purposes are necessary in order to gain certifications,
qualifications or licenses, particular rules can be established and required.

3.4.5 Update of status codes


Depending on the verification results, the related status information should be linked to the
verification result by following the rules established for status allocation.

3.5 Customer involvement


The selection of Product design and performance data subject to verification and control within
the intended LSA process should be agreed upon by the customer during the LSA GC and
documented in the GCD. This also applies to the agreement of related rules and projected
values.

3.5.1 Checklist for the LSA guidance conference


The checklist should contain all relevant proposals for design and supportability requirements.
For example:
Have LSA relevant Product design and performance data been identified?

− List of selected LSA data and information derived from contractual documents
− List of selected LSA data and information derived from Product usage data
− List of selected LSA data and information derived from design and performance
specifications
− List of selected LSA data and information contained in other Product documents
− Have selected LSA data and information subject to certification and verification or other
special requirement (eg, for license purposes) been noted accordingly?
Have acceptance rules concerning the verification of relevant values been identified?

− Have measurable target values been identified for the selected data/information?
− Have the category of measurement figures been stated against the selected
data/information (eg, mandatory values, goal values, thresholds)?
− Have tolerances been defined for the selected data/information?
− If applicable, have compensating rules been established?
− Are projected values acceptable/agreed to by the customer?
− Are the consequences of acceptance/agreement concerning status information identified?
− If applicable, have penalties and/or rewards regulations been established?
Are overall LSA strategies and principles established that influence these?

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− Identify the preferred maintenance concept (eg, is two level maintenance mandatory?)
− Identify the supply chain management support concept
− Have the repairs focused on one maintenance level and, if so which level?
− Is repair at Maintenance Level1 and/or 2 limited?
− Is single source principle determined?
− Is an interim support concept applicable?
− Is COTS concept to be considered?

3.5.2 Documentation of the results of the LSA GC


The details of the LSA GC checklist must be documented as part of the GCD.

4 LSA guidance conference


The LSA GC should be the central event with participation of management staff and specialists
from both the customer and the contractor. At this conference, the binding agreements for the
performance of the LSA process must be established. To ensure best performance of this
conference, it is necessary to have prepared inputs and to have a clear expectation of the
results and final agreements. It is strongly recommended to have checklists for the LSA GC
preparations and expectations.
Note
It is recommended that "to be determined" (TBD) is not used as an input for any subject to
be discussed in the LSA GC. Discussions should always be based on concrete proposals
prepared by specialists, on how to realize the required task. Evaluate the advantages and
disadvantages (cost/benefit) of the alternatives under consideration. Provide documentation
of all alternative analysis and decisions.

4.1 The transition from a request for proposal to the LSA guidance
conference
The majority of essential decisions influencing the LSA effort must be negotiated before the LSA
GC. Usually, the LSA process begins while creating an offer and will be similar to the final
version contained in the corresponding contract. This applies to any LSA significant aspect
within the contract (eg, related Statement of Work) as well as for contractual details such as eg
deliverable items, indispensable specified values or major milestones. This implies a series of
investigations to be carried out prior to the contractual offer (eg, identification of LSA activities
considered as mandatory, recommended or voluntary, depending on early strategy judgment
and/or the kind of systems and equipment to be assessed). Refer to Fig 2.
The LSA GC serves as a vehicle to communicate to the customer the work that will be carried
out in detail, along with the associated rules and time schedules, based on the contractual
requirements and further agreements. The LSA GC also clarifies any questions the customer
might have regarding the effort. Nevertheless, changes to the LSA work effort, to a certain
extent, must be allowed during the LSA GC without the need of contract changes and changes
in the cost of the effort. Considering the iterative nature of LSA activities, customization (tuning)
must be possible in order to be flexible.

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• Customer‘s needs System


• General usage Offer by the hardware,
RfP
information bidder software
document(s) etc…
• Global strategy
• LSA relevant
conditions Preliminary LSA strategy and planning

Prepared by LSA as contribution to offer:


- Proposed global LSA strategy
- Preliminary operational requirements data for LSA
- Preliminary LSA analysis tasks (mandatory / optional)
- Alternatives and trade-off analysis
- Statement of Work (SoW) concerning LSA
- Assessment of related effort to proposed LSA

LSA contribution to the offer under preparation


If necessary, additional LSA activities will be
undertaken in order to adapt to the contract.
LSA activities as defined in the contract
(in a consolidated form)
The LSA results for contribution to the offer and contract
may be reused as part of preparation for the LSA GC.

LSA GC
defines details i.a.w. contract together with
rules to a further extend

ICN-B6865-S3000L0003-002-01
Fig 2 LSA activities in conjunction with the preparation of an offer/contract

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4.2 LSA business process overview


CUSTOMER ACTIVITIES CONTRACTOR ACTIVITIES
Basis / Starting Point:
Contract or MoU / Top Level Requirement Specification

Establishment of Preparation of LSA Establishment of


Product Usage Data Guidance Conference Product Design &
Performance Data

General usage Candidate Item List General Product


aspects - DRAFT - Design Aspects

Operational Data Element List General Performance


Requirements - DRAFT - Data

Customer Programme Plan


Requirements - DRAFT -

GC Document (GCD)
- DRAFT -

LSA Guidance Conference

Candidate Item List Data Element List Programme Plan GC Document (GCD)

Establishment of
breakdown according to agreed rules
Delivery of
CIL to the
customer Candidate Item
Assessment of Candidate Item selection
(CI) selection and identification
and identification
according to agreed rules

Agreement
yes to CIL
Agreed ?

Clarification of non-
no agreement and/or
modification of
Candidate Item List

Delivery of
recommended
analysis
Assessment of CIs and their activities per CI Recommendation of analysis tasks per
recommended analysis tasks Candidate Item
Agreement to
recommended
analysis
yes activities
Agreed ?

Clarification concerning
no non-agreement and/or
identification of solution
how to proceed

ICN-B6865-S3000L0004-002-01
Fig 3 Flowchart of LSA business process at a glance (Sheet 1 of 2)

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Subprocess General Analysis


• Analysis for identification of general LSA
needs
• Comparative Analysis
• Configuration Aspects
• Human Factor Analysis

Subprocess Task Identifying Analysis


• Maintenance Task Definition
• Software Support Analysis
• Reliability / Maintainability / Testability
• Technical FME(C)A  LSA FME(C)A
• Scheduled Maintenance Analysis
• Damage / Special Event Analysis
• Operations Analysis
• Software Support Analysis

Subprocess Task Resource Analysis


• Maintenance Task Analysis
Delivery of • Level of Repair Analysis
analysis task • Training Needs Analysis
results (draft / • Simulation scenarios
master)

Assessments / Observation Performance of any analysis tasks

Agreement /
rejection

LSA Pre-/Master Assessment Conference

Start with production of ILS products

ICN-B6865-S3000L0004-002-01
Fig 4 Flowchart of LSA business process at a glance (Sheet 2 of 2)
The flowchart gives an overview of complete LSA process, from the collection of
operational and customer requirements to the creation of the logistic products. Refer to
Fig 3 and Fig 4.
4.3 Documents and Information for LSA guidance conference
A list of applicable documents relevant for the LSA GC is given at Para 4.3.1 and Para 4.3.2
This list should provide a guideline for which information should be documented in which
way. The project could add additional aspects or skip some information. Fig 5 gives a
summarized overview of the LSA GC concerning the required documents:
Note
The majority of essential decisions influencing the LSA effort should be negotiated before
the LSA GC and documented in the contract. This applies to any LSA relevant aspect
within the statement of work and the corresponding parts of the commercial offer, as well as
for contractual details such as deliverable items, indispensable specified values and major
milestones. This mandates a series of investigations to be carried out prior to the
contractual offer (eg, identification of LSA activities considered as mandatory,
recommended or voluntary, depending on early strategy judgment and/or the kind of
systems/equipment to be assessed).

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General ORD CRD Candidate Data Programme GC


General ORD CRD Candidate Data Programme GC
Usage Operational Customer Item List Element Plan (PP) Document
Usage Operational Customer Item List Element Plan (PP) Document
Aspects Require- Require- (CIL) List (DEL) (GCD)
Aspects Require- Require- (CIL) List (DEL) (GCD)
ments ments
ments ments
Document Document DRAFT DRAFT DRAFT DRAFT
Document Document DRAFT DRAFT DRAFT DRAFT

INPUT

Contractual
Contractual
Documents INPUT
Documents
already valid
already valid LSA GC
before LSA GC
before LSA GC

OUTPUT

Candidate LSA Guidance Data


Candidate LSA Guidance Data
Item List Programme Conference Element List
Item List Programme Conference Element List
(CIL) Plan (PP) Document (DEL)
(CIL) Plan (PP) Document (DEL)
(GCD)
(GCD)
Preliminary
Preliminary

ICN-B6865-S3000L0005-001-01
Fig 5 LSA GC, inputs and outputs

4.3.1 Checklist of documents for the LSA guidance conference


Table 2 provides an overview of required information is given to prepare for an LSA
GC.
Table 2 Required input documents for LSA GC
Type of document Content Responsible
for creation

General usage Strategic aspects of the Product design and Customer


aspects performance data. Refer to Para 3.
Contractual Contractual decisions, which can influence the LSA Customer
documents process, must be available at the LSA GC and must be and
considered. contractor
Operational Details about the usage of the systems in the planned Customer
Requirements scenario at all operational locations. Refer to Para 2.
Document (ORD)
Customer Details of customer requirements regarding the Customer
Requirements operational scenario described in the ORD. Refer to
Document (CRD) Para 2.
Candidate Item List A list of Breakdown Elements (BE) to be considered as Contractor
(CIL)-DRAFT potential LSA Candidate Items (CI) and for the
performance of any logistic analysis activities

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Type of document Content Responsible


for creation

Data element list A list of proposed data elements required to document Contractor
(DEL)-DRAFT the performance of all potential logistic analysis
activities. This list should be an appendix to the
preliminary GCD.
LSA Program Plan Management plan for the LSA program Customer
(PP)-DRAFT and
contractor
Guidance Conference Implementation rules for the LSA program Customer
Document and
(GCD)-DRAFT contractor

4.3.2 Checklist of documents and information from the LSA guidance


conference
The result of the LSA GC must be an integrated consensus of measurable rules for guiding the
LSA process. These rules, checklists and documents provide a clear road map of needs and
expectations between the contractor and the customer. This collection of official documents
must be agreed to and signed by the customer and the contractor. At a minimum, these
documents must contain the items shown in Table 3.

Table 3 List of output documents of the LSA GC


Type of document Content Responsible
for creation

Preliminary Candidate List of LSA candidates containing all BEs that have Customer
Item List (CIL) been selected for logistic analysis activities, including and
the analysis activities to be performed for each BE. contractor
LSA Program Plan Initial release of the preliminary LSA PP. For details Customer
(PP) concerning an LSA PP. Refer to Chap 2. and
LSA GC consensus of attending members. contractor

LSA GC Document Initial release of the LSA GCD. For details concerning Customer
(GCD) an LSA GDC. Refer to Chap 2. and
LSA GC consensus of attending members. contractor

4.4 Candidate item list


The creation of the CIL including the associated business rules is described in detail in Para 5.

4.5 Contractual documents


Contractual conditions are the basis for a project. All contractual decisions that were made prior
to the LSA GC must be considered. If these decisions impact the ILS process itself, the
selection of the logistic analysis activities will be influenced significantly.
Another contractual consideration is the significance of the output documents of the LSA GC.
The supporting LSA GC documentation should support contractual requirements and needs for
both the contractor and the customer.

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5 Candidate item selection and identification


The LSA process should be seen as considerably cost intensive. For that reason, the selection
of the LSA candidates and the associated analysis activities should be carried out with
adequate care in order to keep a good balance between the effort for LSA and the benefits
acquired from the LSA process. The candidates can be of different quality, which requires the
type of analysis processes and the depth of the analysis to be dependent on the particular LSA
candidate.
The selection of the LSA candidates requires a proper Product breakdown, which must be
driven by logistic aspects. The configuration of the IUA is of crucial importance. The
establishment of the logistic breakdown is the first and the baseline analysis which must be
performed as a leading activity for all further technical/logistic analysis which is performed
during the entire LSA process. The representation of a Product by a Product breakdown must
include a set of aspects which are summarized by the general term "configuration" of a Product:

− Types of Product breakdown (functional/physical)


− Installation location and realization by hardware (parts) or software
− Multiple installation of same part at different installation locations
− Alternate parts for the realization at one and the same installation location
− Substitute components for the repair of equipment
− Handling of variants of equipment/components within variants of the end Product
(configuration aspect)
In Chap 4, all aspects of configuration management are described in detail. This also includes
the description of all details concerning establishment of a proper Product breakdown.

5.1 Definitions and general terms


First, some definitions of general terms used in the logistics environment concerning
systems/items impacted by logistic support analysis will be introduced.

5.1.1 Candidate and non-candidate


The LSA candidate is the driver for all LSA activities. A potential LSA candidate can, in general,
be an item on system, subsystem, equipment, module or sub module level, which is repairable
or which requires maintenance support, scheduled or unscheduled. The decision on whether an
IUA will be part of the CIL is dependent upon the criteria above, plus some additional criteria
which must be defined individually by the project.
In addition to this hardware related definition, special activities or descriptions can be part of a
Product breakdown. For example, the description of standard practices for the repair of
structural components can be documented within a special chapter of the Product breakdown.
In this case, these specific non-hardware breakdown elements also can be LSA candidates,
because, for example, special events or maintenance tasks are addressed to them.
For non-candidate items, a detailed logistic analysis is not required. These items do not need to
appear in a physical breakdown under a unique Breakdown Element Identifier (BEI). If a deep
breakdown is established, all items that do not fit into any of the selecting criteria given in the
LSA candidate selection checklist are potential non-candidates. Breakdown items that are only
subject to standard tasks, for which no special logistic resource is required, are also potential
non-candidates. Typical examples for non-candidates are consumables and bulk items, such as
screws, bolts, nuts or washers. Nevertheless, even though an item could be identified as a non-
candidate during the LSA candidate selection process, the result needs to be documented in
the CIL.

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5.1.2 Maintenance relevant items and maintenance significant items


For a clear definition of existing and new terms, a separation between the established term
Maintenance Significant Item (MSI) and the definition of the LSA candidate must be established.
Any IUA that is impacted by any maintenance action must be regarded as relevant for logistic
analysis. The type of maintenance tasks is divided into two general categories: the scheduled or
preventive maintenance and the unscheduled maintenance (failure or damage correcting).
Therefore, the terms are defined in Table 4.

Table 4 Definitions of MSI and MRI


Item type Definition
Maintenance A Maintenance Relevant Item is an item that can be repaired or replaced in
Relevant Item case of a failure or damage. Normally this item is automatically a potential
LSA candidate, but not automatically an MSI.
Maintenance A Maintenance Significant Item is an item that was identified by any
Significant Item selection process as the result of a Scheduled Maintenance Analysis (SMA)
procedure such as S4000P or Reliability Centered Maintenance (RCM). For
this item, an SMA will be performed (eg, a system and power plant analysis
as described in S4000P). An MSI can become an LSA candidate if the SMA
identifies a scheduled task. This task will be documented in the LSA
database.

5.1.3 Structural items, structure significant items and structural details


The structure of a system, such as the bodywork of a car, is also part of the Product
breakdown. Structural items can be typical LSA candidates and also candidates for SMA. Refer
to Table 5.
Table 5 Definitions of Structural Item, Structure Significant Item and Structural Detail
Item type Definition

Structural Item A Structural Item is a part of the system's bodywork. It can be an LSA
candidate as well as a Structure Significant Item.
Structure A Structure Significant Item is an item which was identified by any selection
Significant Item process from an SMA procedure such as S4000P. For this item, an SMA will
be performed (eg, Structure Analysis as described in S4000P).
Structural Detail A Structural Detail is a specific area of an SSI which was identified by any
selection process from an SMA procedure such as S4000P. For this detail,
an SMA will be performed. In the breakdown, a structural detail can be
identified by an additional artificial BEI below the super ordinate structural
component.

Note
A detailed classification of structural items, with impact on a Product breakdown, and a
definition of zones are given in S4000P for the application of the SMA.

5.1.4 Non-hardware items


Within a hierarchical hardware breakdown, only hardware is normally documented. If it is
necessary to describe any general tasks which cannot be assigned to a specific hardware or
which are standard procedures for a group of items (eg, repair procedures for electrical wiring),
non-hardware items must exist within the Product breakdown. These non-hardware items can
become LSA candidates, too.

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5.2 Classification of LSA candidates


It is recommended that categories of LSA candidates be established. This enables the
differentiation between the needs and to reduce the effort to an adequate level for each
category of LSA candidate. The LSA candidates can be classified as shown in Table 6. For all
candidate types, the exact meaning of every classification must be defined and harmonized with
the customer, especially for the partial candidates, as it could be necessary to define more than
one partial type within a certain project.

Table 6 LSA candidate categories


Candidate Description
category

Full candidate Provide full scale of selected LSA information applicable to the related item.
Partial Provide a partial scale of selected LSA information applicable to the related
candidate item, (eg, only remove and install information because of the need to gain
access to other items, but no repair information required because the item is
a discard item).
Candidate Provide LSA information focused on specific requirements, (eg, for a family
family of items such as non-specific wirings, harnesses, pipes, lines, minor items of
the same type such as clamps, harnesses, connectors) Those items could
need only a summary analysis for each group.
Standard Provide a partial scale of LSA information because relevant information for
procedures this item is already covered by the LSA information of other non-hardware
candidate BEI (eg, tasks concerning standard repair procedures of structure or
electrical wiring).

For every LSA candidate type, a list of criteria must be established. Together with these criteria
lists, a flowchart for the decision process should be developed to support the logisticians.

5.3 Selection process and criteria list


For LSA candidate selection, each breakdown item must be assessed concerning its
significance for LSA purposes. If the agreed selection matrix indicates that an item is a
candidate according to the rules for selection, the relevant item will be noted as an LSA
candidate.
The LSA candidate selection process should be adapted to each project. Para 5.3.1 thru
Para 5.3.4 give examples for typical selection criteria. Additionally, LSA candidate selection
flowcharts are given in Para 10.3. Depending on the project, some questions in the flowcharts
can be modified or additional questions can appear in the process.
To perform the LSA candidate selection process, some preconditions concerning Product
breakdown and the establishment of rules must be fulfilled.

5.3.1 Preconditions for the selection process - Product breakdown


LSA candidates will be derived from a hierarchical hardware breakdown of the System Under
Analysis (SUA) from the Product level to sub-module level. Therefore, the most important
precondition to be able to perform an LSA candidate selection is the availability of a Product
breakdown. It is essential that the existing breakdown is applicable for this task by examination
of the following criteria:

− Is the Product breakdown available in a sufficient depth and extent (refer to Chap 4)?
− Is the Product breakdown a preliminary issue (eg, for responding to a request by a potential
customer or for pre-contractual agreements with a potential customer)?

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− Is the existing Product breakdown already agreed by the customer?

5.3.2 Preconditions for the selection process - Existing analysis results


Each existing analysis result (eg, from analysis activities in advance or directly from the
manufacturer) should be used for candidate selection. Examples are:

− Existing experience for equipment already used in other Products


− Existing maintainability or reliability data
− Existing Failure Mode and Effects Analysis (FMEA) or Failure Mode and Effects Criticality
Analysis (FMECA) results

5.3.3 Preconditions for the selection process - Candidate selection rules


The establishment of the rules for LSA candidate selection and the extent of analysis must be
agreed to by the contractor and the customer as a part of the LSA GC. This means that the final
CIL cannot be presented at the beginning of an LSA GC (only a preliminary CIL can be
published). Some criteria that can be used as a basic guideline for potentially relevant aspects
for an LSA candidate selection include but are not limited to:

− The item is maintenance significant concerning the related failure/defect frequency or the
awaited workload
− The item needs special logistic requirements such as personnel, training, material or
support equipment
− The item is subject to scheduled or preventive maintenance (eg, preventive change of life-
limited items)
− The item is subject to special procedures, (eg, after special events like lightning-, bird-, hail-
strikes, contact with obstacles)
− The item is subject to diagnostic and/or functional test tasks (eg, complete system tests
linked to a high level BEI)
− The item is potentially endangered by damages due to the installation area and/or the
design of an item
− The item is subject to the use of new technology
− The item contains user loadable software (including data)
The following items should be considered as a potential LSA candidate that needs to be
assessed for a global point of view (for special interests):

− The item is a potential readiness driver


− The item is a potential cost driver (eg, expensive support equipment required)
− The item is a potential maintenance driver (eg, high workload expected)
− The item is subject to emphatically customer interest
− The item is subject to LSA related contractual fulfillment
Items that be considered as potential LSA candidates that need to be assessed only or mainly
for standardization reasons are:

− The items require only removal and installation in order to gain and undo access to an LSA
candidate. No true LSA activities are required concerning these items, but the involved
logistic requirements should be standardized and documented.
− Documentation of general tasks within the LSA database. Those tasks need to be
incorporated in the LSA database mainly for registration and documentation of the
associated logistic requirements. Often, the general tasks are linked to non-hardware BEI.
− Groups of items that could require a summarized logistic analysis (eg, a family of non-
specific wirings, harnesses, pipes, lines, minor items of the same type like clamps)
All the criteria above must be detailed using measurable threshold values. For example, the
criteria indicating whether an item is maintenance significant concerning the related
failure/defect frequency, must be specified with a clear threshold value such as the MTBF. The

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criteria above fit for all types of candidates. The possible criteria for the differentiation of the
candidate types are described in Para 5.3.4

5.3.4 Preconditions for the selection process - Candidate classification


selection rules
In Table 7 thru Table 9, examples for criteria for the different candidate types are given to
support this important task of the LSA candidate selection process. Flowcharts for candidate
item selection are given in Para 10.3.

Table 7 Classification criteria for full LSA candidates


Candidate Classification criteria Required
classification answer

Full candidate Is the item a newly developed or a major modified item Yes
(functional equipment, not valid for structure)?
Is the item a Line Replaceable Unit (LRU)? Yes
Is the item a repairable item? Yes
Is the item of low reliability (must be defined in measurable way)? Yes
Is the item maintenance relevant? In other words, are there any Yes
dedicated maintenance tasks planned such as repair, servicing,
lubrication or calibration (no general tasks such as simple
cleaning or a simple replacement).
Are dedicated maintenance tasks complex, very time consuming Yes
or personnel intensive?
Is the required support equipment for dedicated maintenance Yes
tasks a non-standard or a non-existent item?
Does the item need specific scheduled or preventive Yes
maintenance identified in an SMA?

If all of the questions from Table 7 Classification criteria for full LSA candidates are
answered with "No", the IUA will not be a full candidate. If any question is answered with
"Yes", then this item is a potential full candidate and can be classified as such in the CIL.

Table 8 Classification criteria for partial LSA candidates


Candidate Classification criteria Required
classification answer

Partial Must the item be removed to gain access? Yes


candidate
Is a removal for access frequent for the IUA? Yes
Is the item a system or a subsystem that has not been previously Yes
defined as a full candidate, for which a fault location and/or a test
procedure or other general maintenance procedures will be
described?
Is the item a non-hardware item, for which general activities (eg, Yes
cleaning, storing, parking, mooring, general inspections) will be
described?

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If all of the questions from Table 8 Classification criteria for partial LSA candidates are
answered with "No", the IUA will not be a partial candidate. If any question is answered with
"Yes", then this item is a potential partial candidate and can be classified as such in the CIL.

Table 9 Classification criteria for LSA candidate family


Candidate Classification criteria Required
classification answer

Candidate Is the IUA installed within the system many times in the same or Yes
family similar way?
Is it possible to combine all equal or similar items to one family Yes
with common maintenance activities?

The LSA candidate family concept should be used when a large number of equal or similar
items are installed within the SUA. For example, all electrical wiring with the same properties
and the same or similar connectors can be summarized under one LSA candidate family. For
this family, all maintenance relevant information (eg, a connector repair concept) is valid for all
single cables of the whole family, and can be documented for a family BEI.

5.4 Influencing factors


The following factors should be taken into account for candidate item selection and/or
establishing related rules:

− Project phase to which the LSA program belongs


− Complexity of the Product to be analyzed
− Price of the Product to be analyzed
− Budget available for the overall logistic support and budget specifically planned for the LSA
process. The limitation of budget will always have an influence on the number of LSA
candidates that can be analyzed. In these cases, a reduction in the real maintenance and
cost drivers is required.
− Importance of the LSA results for the internal logistic disciplines and the information
required by the customer and the industry management required to make decisions and to
fulfillment the contractual requirements of the LSA related items
− Items already in use under comparable conditions
• Items already in use, but under not comparable conditions
• COTS items usable with or without major modification
• Items already available but requiring major modification
• Newly developed items
− Information expected from the LSA process (to be harmonized with/agreed by the customer
during the LSA GC)
− Identification of possible alternatives (for hardware, software, support concepts) and related
consequences (eg, Maintenance Concept (MC), logistic support requirements)
− Proposal of recommended MC
− Identification of tasks associated with the intended MC
− Identification of related logistic support requirements
− Estimation of related logistic support costs (part of Life Cycle Costs (LCC))

5.5 Recommendations for LSA candidate selection


To give an overview to the analyst on how to handle LSA candidate selection criteria in detail, a
list of recommendations concerning what is unquestionably required and what is nice to have.
Table 10 provides assistance in the selection process. From this table, the analyst can find

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recommendations on how to determine whether it is mandatory, recommended, or voluntary for


an IUA to be an LSA candidate.

Table 10 Recommendations for LSA candidate selection


Aspects Description of criteria Consideration
as potential
candidate item?

Risk and Must LSA candidates be integrated from separate LSA Mandatory
criticality programs? LSA information to be integrated into one LSA
program (developed outside) without any change (eg, LSA
data for an engine derived from a separate contractor) or
external LSA information to be integrated with adoption to
an LSA program that requires changes to be harmonized
with the original contractor.
The IUA is subject to an SMA (S4000P, or RCM) and Mandatory
scheduled or preventive tasks are identified.
The structural IUA is subject to an SMA (S4000P, or RCM) Mandatory
and scheduled or preventive tasks are identified.
The IUA is subject to life limits. Mandatory
The IUA is subject to preventive maintenance, other than Voluntary
scheduled, or to special procedures (eg, after special
events like lightning-, bird-, hail- strikes, contact with
obstacles).
The IUA is subject to the use of new technologies. Mandatory
The IUA is a potential cost driver (high value items, cost Mandatory
limits must be defined with the customer).
The IUA is a potential readiness driver because of long Mandatory
repair times.
The IUA is a potential maintenance driver (high workload) Mandatory
The IUA is of special customer interest (information values Mandatory
must be defined with the customer)
The IUA is subject to LSA related contractual fulfillment Mandatory
Item type Item already in use under comparable conditions Recommended
Item already in use under non-comparable conditions Mandatory
Item already in use but requiring major modification Recommended
Item newly developed Mandatory
COTS items Recommended
Part of an maintenance significant "item family" Voluntary
Item containing user loadable SW and/or data Mandatory
General Item is line replaceable Mandatory
attributes
Item is shop replaceable Recommended

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Aspects Description of criteria Consideration


as potential
candidate item?

Item is line repairable Recommended


Item is shop repairable Recommended
Item is repairable at customer depot or at industry level Voluntary
Maintenance A FMEA/FMECA is available concerning the related item Mandatory
significance
Item is potentially subject to LSA relevant servicing Voluntary
Item is potentially subject to (diagnostic/functional) test Recommended
Item is potentially endangered by damages Voluntary
Item is potentially subject to general tasks Voluntary
Item is potentially subject to summary analyses Recommended
Item is potentially subject to standard procedures Voluntary
Item is subject only to gain/undo access to LSA candidates Voluntary

5.6 Candidate item list (draft)


For LSA candidate selection purposes, a matrix must be used in order to structure and
document the selection results. A first draft should be included in a recommendation list,
prepared by the contractor, which reflects the proposed selection criteria. The draft of the CIL
should be prepared by the contractor for the LSA GC. After harmonizing the proposed selection
rules between the contractor and the customer, this draft can be reworked and published as the
preliminary CIL.

5.7 Candidate item list as an output of LSA guidance conference


The CIL should be included in an obligatory list, reflecting the decisions that were made by the
customer. This CIL must be a living document in order to document changes during the life
cycles of the project. During the LSA GC (refer to Para 4) the Draft CIL must be can as one of
the most important steps regarding contractual terms. In the CIL, a collection of all LSA
candidates and the corresponding workload from the selected analysis activities must be
managed. To support the LSA process management, the progress of the LSA and
documentation work should be documented by status codes, which reflect the status for all the
different contractual relevant analysis activities to be covered within the LSA process.
To increase effectiveness, it is recommended to integrate the CIL as a central management tool
into the logistic database application so that it will be possible to hold all relevant information of
the CIL in the breakdown of the system. An overview of the project can easily be given by the
corresponding reports.
All changes in the CIL for whatever reasons (eg, technical, budgetary, redesign) must be
discussed and harmonized between the customer and the contractor and documented. For the
LSA managers and the ILS managers for both the customer and the contractor, the CIL is the
valid document for control of the whole LSA process. The customer and the contractor must
understand, at every stage of the project, who is the holder of the contractually valid issue of the
CIL.

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6 Logistic analysis activities


In the early life cycle, LSA must support cost relevant decisions by performance of adequate
front end analysis (eg, Level of Repair Analysis (LORA)).Where necessary, LSA must influence
design concerning logistic aspects from the beginning of the definition phase and this task must
be continued during the lifetime of the Product. The inputs for the design come from different
analysis sources such as reliability, maintainability, testability or SMA. The performance of
analysis activities for LSA candidates can be a cost concern if no threshold is established to
reduce the effort to a suitable level. In order to balance between analysis-related efforts and
acquired knowledge which is mandatory to identify adequate logistic requirements (that satisfies
the user's needs and logistic support cost constraints), a series of assessments is required.
Related allocation criteria and rules must be identified by the contractor and proposed to the
customer as general guidelines tailored to meet the specific requirements of a given project.
Note
This has a large cost influence on both the effort to be spent for the LSA program itself and
on the generation of future support costs during the overall life cycle of the items under
analysis. It is strongly recommended to perform this task on a preliminary basis as an initial
assessment early in a project and to harmonize the derived strategy with the customer
before signing a contract.

6.1 Principles for analysis activity selection


Only those analysis activities should be selected for an LSA candidate that are considered to
improve the investigation result such a way that the expected benefit is greater than the effort to
be spent for the intended analysis activity itself. Prior to the allocation of potential analysis
activities to LSA candidates, they should be grouped into categories in order to identify the real
need for analysis activities to reduce the effort to an adequate level. Refer to Chap 4.
Knowledge acquired by "lessons learned" should be taken into account by both the customer
and the contractor side. This holds for including both, positive and negative experience. Based
on that knowledge, LSA relevant decisions can be predetermined without further analysis
activities.
New available analysis methods should be taken into account where feasible. For example, a
simulation result is much more comprehensive than a traditional analysis.
Note
Based on the experience of Industry, powerful simulation software packages are available
and are expected to become important for LSA purposes.

6.2 Potential analysis activities


The following LSA activities are a list of potential analysis which can be performed and
documented in different ways depending on the kind of project. The LSA database must
document the LSA activities and their results.

− Analysis for identification of general LSA needs


− Comparative analysis
− Human factor analysis
− Configuration assessment
− Reliability analysis assessment
− Maintainability analysis
− Testability analysis
− FMEA/FMECA
− Damage analysis
− Special event analysis
− SMA (eg, S4000P or RCM)
− LORA

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− Maintenance Task Analysis (MTA)


− Software Support Analysis (SSA)
− Operations analysis
− Simulation operational scenarios
− Training Needs Analysis (TNA)
For each LSA activity, the contractor and the customer must agree whether, and how, the
results of each analysis activity will be documented, delivered, commented and assessed. It is
recommended that most of the results of the analysis activities be documented in an LSA
database, but it is possible to document as a special analysis report or an official document. It
must be clarified before the beginning of the analysis, the required results and the benefits from
the collected data, and how the data will be evaluated and used for later logistic purposes.

6.2.1 Analysis for identification of general LSA needs


This starting point for any LSA activity is the basic precondition for applying any of the following
tasks. Here, the justification for performing the analysis must be determined. Valuable
resources should not be spent on analysis work without a clearly defined objective. The
identification of general LSA needs is mainly related to contractual, customer and user interests.
In order to ensure that the general LSA needs for the project are properly addressed and
agreed with by the customer, aspect that must be addressed are:

− Consider the results of the establishment of Product usage data (ORD and CRD), intended
support strategy and principles and alternative solutions. Clarify which scenarios must be
analyzed, how and to what depth.
− Consider which contractual information must be demonstrated and validated by LSA results,
how and to what depth
− Consider the definition of required reports concerning areas of special interest (eg,
management reports, status overviews, performance measuring reports, verification
reports)
− Consider trade off analysis results in order to guarantee the best return of investment. This
means, for example, customer demands could be discussed to achieve the goal by some
other method. The alternative solution might have significantly less effort, but it must lead to
a comparative result which meets the requirements of the customer in a similar and
acceptable level.
The result of these first considerations must be an agreement between the contractor and the
customer on the purpose, goal, depth of analysis, and documentation method for each analysis
type so each has a common view on the performance of LSA. The result of this analysis should
be documented in the LSA program plan at the LSA GC.

6.2.2 Comparative analysis


This analysis will be performed upon special request only. As a precondition, comparative
information of equipment, a system or an end item must be available and effective for decision
making (limited to the initial LSA activities). If a comparative system can be defined, appropriate
analyses must be performed in order to derive applicable comparative data. For the
documentation of the results, special summary reports concerning comparative factors and data
and/or support alternatives addressed to comparable LSA candidates must be identified.

6.2.3 Human factor analysis


This analysis may can have influence on those LSA candidates for which an MTA is performed.
Human factors can be a reason for special limitations (eg, concerning the applicability of a
maintenance task which requires special abilities). Ergonomic aspects must be considered
here, as well as the definition of rules for an appropriate man machine interface. Refer to
Chap 6. For example, some aspects that can have limiting consequences to LSA activities.

− Ability to lift and carry heavy loads


− Ability to move for a long time in special conditions

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− Handling of dangerous materials


− Limitations of personnel employment by law (security restrictions)

6.2.4 Configuration assessment


In the case of significant deviating design configurations of any LSA candidate, configuration
assessments are mandatory. Potential changes to validity, engineering changes, deviations or
waivers must be examined. Configuration assessments must be performed as general
assessments of the need of deviating maintenance concepts and/or logistic support
requirements (eg, personnel, material) in order to re-assess the need for analysis activities on
LSA candidates.
The customer and the contractor must clarify how configuration deviations of LSA candidates
should be documented within a logistic database.

6.2.5 Assessment of reliability analysis


Reliability predictions (eg, MTBF) related to the intended usage scenario of the LSA candidates
must be assessed regarding their use for LSA purposes. The determination of reliability values
is a design and development related task, but the documentation of certain results of this
analysis is of crucial importance for LSA purposes. Normally, a reliability analysis is mandatory
for each hardware LSA candidate. Additionally, it is recommended to extend reliability
predictions to all essential items of an LSA breakdown and to ensure consistency of these
values over all breakdown cascades.
Note
The reliability values are directly linked to the results of a FMEA concerning ratios of
different failures of an LSA candidate. These two areas in a logistic database must be
consistent. Any LSA software package must be able to check this correlation between
these two analysis areas automatically, otherwise the overview of reliability data
consistency with FMEA data will be easily lost. Every LSA software package must be able
to automatically check the consistency of reliability values over all breakdown cascades.

6.2.6 Maintainability analysis


For each LSA candidate, a maintainability analysis is strongly recommended in order to decide,
from a technical point of view, whether an item is supportable or not (rules for related conditions
and time frames should be established). Alternative repair solutions must be investigated, if
applicable. Where applicable, a maintainability analysis must be applied that addresses:

− Assessment of maintainability features reflecting customer requirements


− Identification of maintenance tasks at different levels in order to support the maintenance
concept for each applicable LSA candidate
− Investigation of supportability aspects such as modular design of end item, good
accessibility, installation concept in special zones (the item with the worst MTBF must not
be installed behind others)
In general, the maintainability analysis can be performed by following applications with different
level of detail and effort:

− Best Engineering Judgment in the case of lowest level of available information


− Assessment with or without transformation of equipment supplier information. In the case of
demanding information from suppliers, apply data sheet templates to ensure that every
supplier will be able to deliver the required information correctly and completely. Harmonize
these templates with the customer and the contractor (and contractor suppliers).
− Take into account supporting analyses such as LORA for comparison of alternatives and/or
SMA methods, such as S4000P, or RCM, to build the maintenance concept for the IUA
− Use simulation tools for those Products performing missions according to operational
profiles, focusing on maintenance and support while evaluating potential consequence from,
for example, limited maintenance resources or changed operational profiles

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Depending on the different types of items, the analyses given in Table 11 must be applied as
a minimum analysis:

Table 11 Depth of maintainability analysis depending of item type


Item Maintainability analysis depth

Items currently used under Moderate information and data transformation, a more detailed
comparable conditions maintainability analysis is voluntary
Items currently in use, but not Careful data transformation is mandatory, a more detailed
under comparable conditions maintainability analysis under new conditions is recommended
COTS items without major Non-compliances of logistic features and/or requirements
modification should to be documented and agreed by the customer.
Items currently available Moderate information and data transformation, a more detailed
requiring minor modification maintainability analysis is voluntary
Items currently available Careful data transformation is mandatory, a more detailed
requiring major modification maintainability analysis under new conditions is strongly
recommended
Newly developed items based Detailed maintainability analysis is strongly recommended
on well-known technology
Newly developed items based Detailed maintainability analysis is mandatory
on new technology

The results of the maintainability analysis must be carefully documented, therefore,


maintainability reports should be defined and harmonized between the contractor and the
customer. In addition to these reports, some results of the maintainability analysis will be
documented within a logistic database within the maintenance concept reflected by the
identified maintenance tasks.

6.2.7 Testability analysis


The main aspects for a testability analysis, which must be taken into consideration, are:

− Identification of maintainability strategy aspects, which must be observed


− Identification of overall test architecture and test principles
− Identification and verification of contractual testability requirements
− Evaluation of FMECA/FMEA documents concerning testability information
− Description of failure verification methods at equipment-, system- and end item level
− Description of functional check requirements at all involved levels
− Identification of related logistic resource requirements (eg, personnel, loadable software,
test software)
The testability analysis is closely connected to the maintainability analysis. Results from
testability directly influence the maintainability analysis. Any corrective maintenance concerning
test capable items is dependent of the detectability of the failure to be corrected. If a failure
cannot be verified by any test procedure, the corresponding repair task cannot be performed. In
addition to these aspects, it is necessary to be able to perform a functionality test of an item
after repair. The depth of failure detectability/verification is one of the most important influencing
factors on an applicable maintenance concept.
Since it is nearly impossible to establish testability features after the design of an item has been
finalized, testability requirements must be described and documented for each applicable item
during the design and development phase. These requirements must be harmonized with the

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customer during the LSA GC, however, testability capability should only be planned to the depth
on which repair is intended.
For all items containing full Built in Test (BIT) capability, a testability analysis is mandatory.
Related testability features must be identified and documented. A testability analysis report, as
a summary of the analysis itself, is required. For equipment with reduced BIT capability items
(eg, COTS equipment) that are somehow monitored within the overall test architecture, a
testability analysis is recommended. Related testability features must be identified and
documented.
The types of data concerning testability features must be documented in a logistic database or
in special testability reports and must be established and harmonized with the customer. Rules
for manufacturers for how to implement testability features must be established and verified (eg,
by testability demonstrations/validations together with the contactor and/or the customer).

6.2.8 Analysis activities concerning event driven maintenance


There are events that can be the justifications for maintenance activities. An overview of the
event driven maintenance is given in Chap 12.

6.2.8.1 FMECA/FMEA
The aim of FMECA activities is to identify the potential failure conditions of a Product. If the
criticality of failure conditions is not considered, FMEA is also used as a common term. A
distinction is drawn between functional and technical failures. Functional failures are
identified/analyzed by performing a System FMECA, technical failures are identified/analyzed
by the Equipment FMECA approach.
Note
A detailed presentation of System FMECA and Equipment FMECA methodology can be
found in SAE ARP5580.
6.2.8.1.1 System FMECA
A System FMECA analyzes the different systems of a Product using a top down approach
concerning the potential functional failures, their functional failure effects with corresponding
criticality and finally, the corresponding failure causes. Refer to S4000P.
Potential failure effects, which prove to be critical due to safety, legal or environmental integrity
reasons must be avoided. Other failure effects, which are undesirable due to
operational/mission related or economic reasons, should also be avoided. Analysis results are
the baseline for the identification of preventive (scheduled) maintenance activities or even
redesign requirements, if no scheduled task is applicable and/or effective. Refer to S4000P.
6.2.8.1.2 Equipment FMECA
An Equipment FMECA is performed to identify in detail the consequences and the probability of
technical failures, which can occur to any equipment within a Product following a bottom up
analysis approach.
Safety analysis activities (eg, fault tree analysis, FTA) are based on System and Equipment
FMECA. Additional safety critical failure combinations can be identified in that way. Depending
on probability values, redesign and/or preventive (scheduled) maintenance requirements must
be defined (eg, must be harmonized with the results from the SMA).
Additionally, the Equipment FMECA results will be used to determine corrective (unscheduled)
maintenance task like repair or complete replacement of equipment, including task frequencies.
Refer to Chap 7.

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6.2.8.2 Damage analysis


Items susceptible to damage should be considered as at least partial LSA candidates. In
general, damages are special events, for which a prediction of criticality or extent cannot be
given for every case. Nevertheless, it is useful to identify classes of damages, which can be
maintained in the same way or which can be detected in the same way. Analyses that at least
address initial diagnostic tasks and simple repair procedures (eg, simple repair of damages
such as scratches) are strongly recommended. The result of these analyses should be
documented within general chapters in a logistic database, (eg the standard test and repair
procedures for structural items or for electrical wiring is collected within a non-hardware chapter
of the Product breakdown).
Because reliability values concerning damages are not normally available, general quantitative
statements are generally not possible. Only with the help of statistical evaluations is it possible
to get a prediction of the required effort resulting from damages. It is recommended to use such
predictions with caution. Refer to Chap 8.

6.2.8.3 Special event analysis


In additional to the occurrence of damages, which are a type of special event, other events can
have an impact on the maintenance concept for an IUA or on the Product. It is strongly
recommended to identify and to document probable special events that require special
maintenance tasks in order to guarantee the proper functionality for the further usage. Also, the
required maintenance tasks must be described and documented, information concerning
required resources like personnel, material or software, within a logistic database. Refer to
Chap 8.
Some examples of special events that require maintenance tasks include:

− Exceeding temperature limitations


− Exceeding mechanical load limits (eg, over torque)
− Exceeding maximum allowed speed
− Operation in salt-laden atmosphere
− Operation in sand-laden atmosphere
− Lightning strike
− Hard landing of an aircraft
− Collision with external objects (eg, bird strike)

6.2.8.4 Scheduled maintenance analysis


A SMA is performed to ensure that safety relevant, highly economic or ecological failures are
strictly avoided. This analysis is mandatory for safety relevant aspects and strongly
recommended if significant economic or ecological disadvantages are to be expected. The SMA
itself is an extensive analysis and the results have direct impact on the maintenance concept.
Scheduled maintenance tasks, which are identified by the SMA from S4000P or RCM
processes, must be documented in a logistic database. It is recommended that rules be
established for how to harmonize SMA results with the logistic database documentation
method.
Each item for which scheduled or preventive maintenance tasks are identified via an SMA
process, should become a full LSA candidate. Refer to Chap 10.

6.2.9 Level of repair analysis


Depending of the general support strategy, it could be necessary to decide for each item, the
level at which maintenance and/or repair of the item will take place. To support this decision, a
LORA can be performed by applying one of several methods, depending on the type of LSA
candidate to be analyzed, the effort required and/or the information available. Depending on
LSA GC agreements, different categories of LORA could be assigned, as shown in the
examples in Table 12 Classification of different depths of LORA.

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Table 12 Classification of different depths of LORA


LORA Description
classification

Simplified LORA Can be derived on the basis of Best Engineering Judgment by simply
taking into account best information available. The results of this
analysis must be documented and harmonized with the customer
through, for example, a "Simplified LORA report".
Full LORA A front end analysis using software packages available based on
mathematical models of different complexity and accuracy. All required
data concerning the item itself and the context of its use (eg, operational
scenario, spare part provision, costs) must exist in order to perform such
an intensive analysis.
Analysis via A simulation that considers very detailed information about the IUA and
simulation its deployment and operational scenario can produce the best LORA
results. This requires a complete set of information/data in the required
format for the simulation software package to be used. The preparation
of this data can cause a lot of additional effort.

In any case, where applicable, a LORA analysis must be considered to be a mandatory analysis
activity. This holds for LSA candidates with alternative repair and/or support solutions
concerning personnel, material and/or user loadable software or data as well as for scheduled
maintenance tasks derived from an SMA or equivalent and/or servicing tasks, if contracted.
Refer to Chap 11.

6.2.10 Maintenance task analysis


The MTA is one of the central analysis activities within the LSA process. Here, the identified
maintenance tasks (both scheduled and unscheduled) are detailed with all required information
available. The following list gives a limited overview, for more detailed information refer to
Chap 12.

− Documentation of general task information such as preconditions for task performance,


training requirements or criticality information
− Assignment of maintenance tasks to the identified events (eg, failures, damages, special
events, time limitations)
− Rough task description including the sequence of subtasks
− Identification of related logistic resource requirements (eg, personnel, support equipment,
spares, facilities, software)
− Time estimations
− Calculation of task frequencies
− Consideration of required pre- and post- tasks (eg, test, fault location, gaining access)

6.2.11 Software support analysis


Each item containing user loadable data/software must be analyzed with regards to loading, de-
loading, transportation and documentation of existing Software (SW) releases. This covers
maintenance and servicing tasks applicable for:

− Maintenance of hardware containing user loadable data/SW


− Data and/or operational SW required for usage preparation
− Software support in order to update items with new user loadable SW releases
If an SSA program will manage SW changes, SW releases, and the maintenance of SW in case
of SW failures (bug fixing), a process aligned with the LSA process for hardware should be
established. Refer to Chap 13.

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6.2.12 Operations analysis


Operational requirements must be analyzed to identify tasks that are important for the general
handling of the SUA. These tasks should also be documented in a logistic database. For logistic
purposes, it is necessary to analyze such tasks to identify the requirements concerning
personnel, support equipment or material. Refer to Chap 9.

6.2.13 Simulation of operational scenarios


This analysis will be performed by special request only. Simulation represents a very powerful
ability to evaluate operational scenarios in combination with logistic scenarios. Today,
simulation SW packages offer the opportunity to analyze and optimize the planned usage of a
system under particular logistic conditions. Only the combination of these two aspects, planned
usage scenario and planned logistic scenario, makes it possible to generate meaningful
analysis results. The better the scenario can be described, the better the results will be.
Simulation analysis needs a lot of input data with a certain depth. This causes additional effort,
which must be considered. If simulation is selected as a required analysis activity, it is strongly
recommended to start early with the examination of the data needs of the simulation SW
package. The decision to perform simulation can influence the depth and the requirements for
the quality of any logistic data (eg, the detailed description of a logistic scenario can cause
additional effort within an MTA). Also, the creation of an operational scenario can cause
additional effort for the customer.

6.2.14 Training needs analysis


Within this analysis, decided decision must be made as to whether a task requires special
training or not. If training is required, how the training can be applied most effectively must be
determined. This process can be supported with the help of the content of the LSA database
concerning the identified tasks.
The criteria for a training requirement should be discussed and harmonized between the
customer and the contractor during the LSA GC. It is recommended that an IT supported
process for the TNA be established. The criteria should be "translated" to the LSA database
system and each task should be examined against these criteria. The result can be a
preliminary TNA decision based on existing data concerning tasks within an LSA database.

6.3 Analysis relations and general overview


All the analysis types described above are interconnected and influence each other. Some
analysis types are a basic precondition for other ongoing analysis processes. Some
analysis types are of a general significance for all other analysis procedures. Fig 6 shows a
graphical depiction of the relations between the different logistic analyses.

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Analysis for identification of general LSA needs


Comparative analysis Configuration aspects

Human
Technical Reliability
factor
FME(C)A analysis
analysis

influences influences

Scheduled
LSA Maintainability Special Software
Maintenance Damage Operations
FME(C)A and Testabilty event Support
Analysis analysis analysis
analysis analysis Analysis
(SMA)
on M-tasks
influence

identifies

identifies
identifies

identifies

identifies

identifies
M-tasks

M-tasks

M-tasks

M-tasks

M-tasks
M-tasks

Maintenance Task Definition

Maintenance Task Analysis (MTA) Level Of Repair Analysis (LORA) Training Needs Analysis (TNA)
 Identification of task requirements  Maintenance concept  Identification of training needs

Simulation scenarios

ICN-B6865-S3000L0018-001-01
Fig 6 Analysis activities relations and overview

6.4 Analysis activities selection criteria


The aspects given in Table 13 must be considered in order to select and allocate LSA relevant
analysis activities to LSA candidates that are applicable and effective depending on the type of
items, candidates and required information.
The selection criteria and aspects must be tailored for each project by taking into account any
specific circumstances and they must be harmonized between the contractor/industry partner
companies and the customer within the LSA GC.

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Table 13 Analysis activities selection criteria


Criteria group Criteria Recommendation
Items with existing Items already in use under Moderate transformation of existing
experience comparable conditions analysis data
Items already in use but under Careful transformation of existing
non-comparable conditions analysis data
COTS items usable without Moderate transformation of existing
major modification analysis data
Items currently available that Careful transformation of existing
would require (minor/major) analysis data or performance of new
modification analysis
Newly developed items based Performance of analysis activities in
on well-known technology required depth strongly recommended
Newly developed items based Performance of analysis activities in
on new technology required depth mandatory
Items that need to Potential readiness drivers Criteria for these items must be
be assessed for and/or cost drivers detailed within the LSA GC
global point of view
or for special Subject to emphatic customer Items must be detailed within the LSA
interests interest GC
Subject to LSA related Items must be detailed within the LSA
contractual fulfillment GC
Items that need to Item is maintenance significant Criteria for these items must be
be assessed for concerning the related detailed within the LSA GC
inherent reasons or failure/defect frequency,
due to the workload, special logistic
installation area requirements (personnel and/or
material)
Item is subject to scheduled Criteria for SMA must be detailed
maintenance or to life limits within the LSA GC
Item is subject to preventive Criteria for special event analysis
maintenance resulting from must be detailed within the LSA GC
special events
Item is potentially susceptible to Criteria for damage analysis must be
damages due to its installation detailed within the LSA GC
area
Type of LSA Full candidate Subject to applicable analysis, results
candidates documented within LSA
Partial candidate Rudimentary information to be
documented in LSA
Candidate families A group of items considered as one
LSA candidate, subject to applicable
analysis, results documented within
LSA

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Criteria group Criteria Recommendation


Items subject to standard Rudimentary information to be
procedures documented in LSA
Subject to request Information expected from the To be harmonized with and agreed to
for information by LSA process by the customer during the LSA GC
the customer
Proposal of recommended To be harmonized with and agreed to
logistic support principles by the customer during the LSA GC

Identification of possible To be harmonized with and agreed to


alternatives (for hardware, by the customer during the LSA GC
software, support concepts) and
related consequences (eg, MC,
logistic support requirements)
Proposal of recommended To be harmonized with and agreed to
maintenance concepts including by the customer during the LSA GC
corresponding tasks
Estimation of related logistic Identification of related logistic
support costs support requirements
Estimation of related logistic support
costs
Information for early system/project
decisions (significant costs influence)

6.5 Checklist for analysis activity recommendation


6.5.1 Recommendation and decision sheet
For analysis activities selection purposes, a selection matrix must be used in order to structure
and document the selection and decision results.

6.5.1.1 Analysis activities recommendation sheet:


This matrix should be prepared by the contractor for the LSA GC, identifying the LSA
candidates, the task selection criteria and the derived results with recommendations. For all
general tasks not driven by the LSA candidates, recommendations must be documented in
independent documents. This applies:
− Analysis for identification of general LSA needs
− Configuration assessment/aspects
− Availability of a FMECA/FMEA
− Human factor analysis

6.5.1.2 Analysis activities decision sheet:


This matrix will be harmonized and finalized at the LSA GC and reflects the decisions made by
the customer. This contractually relevant document should be established as a living document
in order to reflect changes, to incorporate "lessons learned" results and enable traceability
during the life cycles of the project. As a recommendation, a preliminary list could become part
of a commercial proposal in order to introduce a general guideline for LSA task allocation to the
customer for risk reduction purposes.

6.5.2 Selection matrix example and rating values


In order to identify the relative importance of the allocated analysis activities, "ratings" should be
agreed to concerning both the importance of the selected LSA candidate itself as well as the

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importance of the potential analysis activity. The result can be used to rank LSA candidates and
analysis activities from mandatory down to voluntary. This ranking could be used to refine the
selection of candidates/analysis activities in case of eg limitations of budget or time constraints.
The results of this selection procedure would be the initial issue of the LSA CIL as well as the
range of LSA activities considered as relevant and effective for the LSA candidates. Appropriate
rules must be identified and harmonized within the industry partner companies and agreed to by
the customer during the LSA GC.

ICN-B6865-S3000L0019-002-01
Fig 7 Example of a simple analysis activity recommendation sheet
Fig 7 shows a simplified example of a recommendation matrix for the selection of analysis
activities. For an actual project, it could be necessary to go into further detail, for example, the
performance of a LORA can be divided up in more categories such as simplified LORA or full
LORA with the help of a special software package. Additionally, the rating values can be more
detailed.
The creation of the rating method should only be done by very experienced personnel in order
to ensure that the result of the recommendation sheet for analysis activities selection is reliable
and sensible.

6.6 Analysis workflow processes


In the different project phases, different sets of information are available for the execution of the
logistic analysis activities. Some of the tasks described can typically be addressed during an
early phase of the project. Some of the tasks can be executed at a stage in which detailed and
final information concerning the design are available (eg, an extensive SMA can be carried out

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during a late stage of design, because a lot of detailed information is required for this type
of analysis). Refer to Fig 8.

Early phases
Production
Waste
Conception Design & development and
In-service phase disposal
phase phase introduction
phase
phase
Risk reduction
phase

TIME

First Final
logistic logistic
analysis analysis
tasks tasks
Analysis for Disposal
identification of
Iterative analysis
general LSA LSA / ILS
needs process
Comparative
analysis
Human factor
analysis
Operations Detailed logistic analysis tasks
analysis - Configuration assessment
- Reliability analysis assessment
Configuration - Maintainability analysis
assessment - Testability analysis
- LSA FMEA (Logistic FMEA)
- Damage analysis
- Special event analysis
- Scheduled Maintenance Analysis (SMA)
- Level of Repair Analysis (LORA)
- Maintenance Task Analysis (MTA)
- Software Support Analysis (SSA)
- Operations analysis
- Training Needs Analysis (TNA)

ICN-B6865-S3000L0020-002-01
Fig 8 Position of LSA in the overall project schedule
Logistic analysis requirements do not end at the end of a design & development phase. Within
the next phase (production and introduction), logistic analysis can be required multiple times,
depending on the modifications being made to the Product.
This is especially relevant for the in-service phase, which is normally the longest phase. There
will be extensive modifications during the in-service phase and, depending on the modification,
logistic analysis will be necessary again in corresponding depth and so the iterative LSA/ILS
process will reappear repeatedly. Therefore, it is recommended that the documentation of
logistic data and logistic decisions is continued throughout the entire project, ending with the
disposal phase. Even for this final phase, logistic aspects must be considered.

6.6.1 Early phase analysis activities


In the early phase of a project, the logistic analysis activities can be limited to the ones that only
require a low level of information. Before the LSA GC, information about the operational and
customer requirements is normally made available and drafts for basic rules of the LSA process
are prepared.
Detailed information of the SUA or the IUA is not normally available at this stage. Only basic
conditions and rules for the application of the process should be available in the early stages,
nevertheless, some analysis activities can, or even should, start in the early stages of the LSA
process:

− Analysis for identification of general LSA needs


− Comparative analysis

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− Human factor analysis


− Operations analysis
− Configuration assessment

6.6.2 Design freeze analysis activities


During the Design & Development phase, the LSA process should accompany the design
process. This applies to almost all LSA activities with the exception of those activities that
should be performed in a very early phase or after a design freeze. The activities that should
accompany the design & development phase are:

− Configuration assessment
− Reliability analysis assessment
− Maintainability analysis
− Testability analysis
− FMECA/FMEA
− Damage analysis
− Special event analysis
− SMA (S4000P, or RCM)
− LORA
− MTA
− Software and data uploading/downloading/transportation analysis
− SSA (software design and software maintenance)
− Operations analysis
After design freeze, the collection of logistic relevant data should be mostly complete.
Therefore, analysis activities that need a lot of detailed data should be performed at a late stage
of the design process in order to guarantee a fixed design and to reduce the risk of repeating
costly analysis activities. This applies for:

− Simulation operational scenarios


− TNA

6.6.3 In-service phase analysis activities


During the in-service phase, the logistic analysis activities will repeat, but to a lesser extent. If
the Product has technical upgrades or design changes, a new analysis concerning logistic
requirements should be performed. The depth and extent of this analysis will depend on the
type of system and the scale of change.

6.6.4 Summary of activities over the life cycle phases


Table 14 shows a summary of the potential analysis activities over the entire life cycle phases
(eg, data and information collection, management, technical/logistic analysis and preparation
tasks). In this table, the Design & Development phase additionally contains typical phase review
gates like a Preliminary Design Review (PDR) and a Critical Design Review (CDR).

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Table 14 Summary of LSA activities during the Life Cycle Phases


Early phases Design & Development Phase Production In-Service Waste
Intro- Phase Disposal
Feasibility Preliminary Critical duction phase
study design design phase
(PDR) (CDR)
Performance Performance
Product data Product data
(CRD) updates
(CRD)
Product Product
usage data usage data
(ORD) updates
(ORD)
M-Studies M-Analysis M-Analysis Ongoing
updates optimization of
R-Studies R-Analysis R-Analysis support concept
updates based on
feedback data
Comparative Comparative Comparative  In service
studies studies studies LSA
updates
Update of
Planning of Develop- Update of analysis results
development ment of ILS ILS and ILS
of ILS products products products based
products on configu-
ration changes

Planning of
disposal

7 Customer involvement
In order to ensure that the industry interpretations and approaches to the LSA business process
are in-line with the customer’s, the customer must be invited to be involved to an appropriate
depth during the whole LSA program. The customer involvement with regards to the selection of
LSA candidates, relevant analysis activities and resulting analysis data must be covered as well
as the principles of information exchange, documentation of results and related management
aspects.

7.1 Customer assessment of candidate items and recommended analysis


activities
The selection of LSA candidates in conjunction with the allocation of appropriate analysis
activities must be considered as the most cost influencing for an LSA process. For that reason,
these selections must be carried out and assessed with great care in an early project stage. In
order to reduce risk, an initial selection should be carried out prior to the signing of the contract
In general, the contractor must select the LSA candidates and related LSA relevant analysis
activities based on a Product breakdown as detailed in Para 5 for LSA candidate selection and
Para 6 for recommended analysis activities. The result must be released to the customer for
assessment.

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Note
Since a list that only reflects the proposed LSA CIL would not provide a clear picture of
what it is really intended, it is recommended that the assessment of both the proposed
Candidate Items (CI) and the related analysis activities be carried out in order to find a well-
balanced decision.

7.1.1 Establishing LSA assessment rules


The assessment of proposals must be carried out with the customer's agreement, and some
general rules concerning principles for assessment should be established, as a minimum, to
include but not be limited to:

− Only aspects that concern rules agreed to in the LSA GC or rules that can be agreed to
between the customer and the contractor within the subsequent LSA process (eg, in LSA
reviews), must be considered as assessment relevant
− If an assessment has been performed and has reached a successful final clarification, it
must not be reassessed unless new assessment relevant aspects occur
− Only rules that have been established within the area of the LSA community must be
considered as assessment relevant
− Other communities (eg, technical documentation, materiel support, and training) are not
allowed to establish or define subjects with relevance for the LSA assessment
− A change in the customer's staff is not to be considered as assessment relevant and must
not be accepted by the contractor as a reason for any reassessment
− Rules concerning time limits between the release of LSA deliveries and an adequate
response should be established and agreed upon, along with the consequences of non-
fulfillment
− Both the invitation for assessment of details within the contractor's LSA deliverables as well
as the assessment result should be indicated using applicable codes within a status code
− The structure, details of information and individual codes to be used are the responsibility of
the contractor but must be coordinated with the customer
− The LSA review structure should be organized in line with the information group
represented by the status code
− An appropriate data element within the logistic database should be established for status
code. Refer to Para 8.4.
− The status code concerning each LSA candidate must be kept updated as applicable in the
logistic database

7.1.2 Initial assessment and re-assessments


7.1.2.1 Initial assessment
During the initial assessment, primarily considerations must be given to principles such as:

− Is the Product breakdown considered to be in line with the rules established during the LSA
GC, eg especially concerning its structure, content and depth?
− Are rules for selection of LSA candidates and for non-selection or non-recommendation
available and sufficient?
− Is the selection of LSA candidates and relevant analysis activities selection in line with rules
established within the LSA GC?
− Assessment results must be documented and passed to the contractor according to the
established assessment procedure and followed until a final clarification status is reached
− Once assessed and commented upon and final clarification is reached between the
customer and the contractor, those principles must not re-assessed or re-discussed for later
assessments

7.1.2.2 Re-assessments
Assessments subsequent to the initial assessment must concentrate on aspects such as:

− Items released by the contractor designated for assessment

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− Assessment of contractor deliveries concerning general questions or comments (new


aspects)
− Assessment of contractor deliveries concerning detailed questions or comments
(observations)
− Assessment of contractor deliveries concerning details such as like discrepancies with prior
agreements
− Assessment results must be documented and passed to the contractor according to the
established detailed assessment procedure and followed until a final clarification status is
reached

7.1.3 Establishing an assessment procedure


A detailed assessment procedure (including an appropriate commenting process) must be
established that is tailored to the specific requirements of the individual LSA program and
comprises the above elements. This procedure should be harmonized between the customer
and contractor.

7.2 Information exchange between customer and contractor


The customer should inform the contractor about the individual assessment results that are
relevant, in order to proceed with the LSA process, mainly on agreements/disagreements
together with the reasons for any disagreement. In addition, general comments covering global
aspects and/or general questions could occur. Those comments and questions should be kept
separate from the other comments as they usually need a special response such as a dedicated
explanation or request for special training.
This is not limited to LSA candidates and related analysis activities, but it also applies to
detailed results of the analysis and to a response on any official LSA report.

7.2.1 Commenting process


A structured commenting process must be established in order to ease the management of
comments and to enable traceability.

− Any LSA delivery from the contractor to the customer released for assessment must be
registered and officially commented upon
− Any customer agreement must be documented carefully
− Any customer disagreement must be documented along with the related reasons. Affected
items must be monitored until final clarification has been reached and the clarification is
documented.
In order to address these subjects, the commenting process must cover the registration of LSA
deliverables, comments and LSA status.

7.2.1.1 Registration of LSA deliverables


Any LSA delivery that needs assessment must be registered according to rules and files that
have been agreed to and established as part of the LSA/ILS management structure.

7.2.1.2 Registration of comments


For each LSA delivery released for assessment, the customer response must be documented.
For that reason, a status must be registered for each applicable BE depending on the
consequences of the customer response.

7.2.1.3 Registration of the LSA status


The LSA status code should be structured in order to belong to different information
requirements per released BE (refer to Para 8.4).

7.2.2 Informing the contractor by the customer


The customer informs the contractor as agreed in the established commenting process about:

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− Agreements concerning released LSA deliverables:


This will be documented by the contractor according to established management rules. In
the case of a consortium, all companies involved in the contractor network must be
informed according to related rules.

− Disagreements concerning released LSA deliverables:


In these cases, the response will be investigated by the contractor (or the involved
company) in order to identify an adequate response (eg, further explanation, proposed
rework by industry). The contractor's response will be forwarded to the customer in order to
reach an agreement in an iterative manner.

− When issues remain open and cannot be resolved by iterative commenting, an adequate
solution must be identified in order to reach a final clarification.
Fig 9 shows an example of the process for information exchange between the customer and
the contractor. Table 15 gives and explanation of the time intervals.

CONTRACTOR
Preparation for
Evaluation of
Preparation of final clarification of
customer´s
LSA delivery to open issues
comments by the
customer during LSA
contractor(s)
(integration and Review

- final clarification of open issues (if possible)


harmonization of
data, if required)

- final decisions for status updating

LSA REVIEW
Remaining
Delivery of
Delivery of LSA (First) answers of customer´s
Customer´s
Data, Analysis contractor for comments to be
comments in
Reports, CIL, etc. clarification discussed in LSA
established format
Review

limited number
of iterations

Customer´s
Evaluation of (first) answers of
commentation
contractor by the customer
process

CUSTOMER

To T1 T2 T3 T4 TReview
(time)

ICN-B6865-S3000L0021-002-01
Fig 9 Process of information exchange between customer and contractor (example)

Table 15 Explanation of time schedule of the commenting process


Time Actions

To The start of the preparation of the LSA delivery items by the contractor. This
preparation can include the integration and harmonization of data between one
or more contractor in case of a contractor consortium.
T1 Delivery of the contractual LSA delivery items to the customer in the agreed
format.
T2 Between T2 and T1 the commenting of the customer on the delivered items (eg,
LSA data, LSA reports) will take place. At the agreed point of time T2 the delivery
of the comments to the contractor will take place.

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Time Actions

T3 To reduce the effort of the LSA review, any type of comments that can be
answered easily by the contractor should be handled before the LSA review, if
possible. Nevertheless, any decision concerning the customer's comments must
be documented carefully.
During this time, more than one question-answer loop can clarify special
questions in detail, however, the number of loops should be limited since more
extensive questions must be clarified (eg, at the LSA review or by a longer
clarification process between the contractor and customer).
T4 Taking into account the clarification loops between the customer and the
contractor in the time between T2 and T4, the remaining customer comments will
be delivered to the contractor. These comments will be the basis for any
discussions and clarifications in the LSA review.
TReview Time of LSA review. It must be ensured that every decision in the LSA review is
documented in an update of corresponding status information.

7.3 Final clarification on open issues


For any remaining open issues, an adequate solution must be identified. If this is not possible
during a regular review session, a meeting of dedicated specialists could be required to reach a
satisfactory solution.

7.4 Customer decision (status influencing)


Normally, distribution of an LSA delivery for assessment to different recipients (eg, different
authorities in different nations and, since LSA is to be understood as inter-disciplinary, to all
involved logistics communities) is required. Subsequently, individual comments must be
collected and (in case of deviating responses) be harmonized in order to provide one official
customer response.
Note
It is important for the contractor to receive only one official customer response in order to
proceed with the LSA process in a manageable way. It is recommended to receive the
customer's decisions as a status code change (following the rules established for status
code allocation).
The status code allocated by the customer remains unchanged in the related customer release.
Any related explanation (eg, reason for disagreement) also must be documented as part of the
contractor response and remain untouched for traceability reasons.
For LSA program traceability, both, the LSA delivered as proposed for assessment, as well as
the customer's response (if applicable including final clarification results), can be documented
as:

− LSA recommendation document delivered by the contractor


− LSA decision document responded to by the customer
Particularly in the case of essential documents such as LORA or SMA results, the resulting
recommendation/decision documents could ease some clarification requirements.
Within the contractor's LSA database, corresponding status codes concerning the involved BEs
must be updated accordingly. However, contractor's information can supersede the status code
as allocated by the customer (eg, on-going work status, required deletions).

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7.5 Exchange of analysis data with the customer


The steps that must be applied include but are not limited to:

− Establishment of appropriate rules for data and document exchange. Refer to Para 7.5.1
− LSA data and document collection by the contractor. Refer to Para 7.5.2
− Delivery of LSA data/documents by the contractor. Refer to Para 7.5.3
− Customer assessment and distribution of assessment results. Refer to Para 7.5.4
− Distribution of customer response by the contractor. Refer to Para 7.5.5
− Distribution of the contractor response concerning disagreed comments. Refer to Para 7.5.6

7.5.1 Establishment of appropriate rules for data and document exchange


Appropriate agreements and rules must be documented and agreed to, by the customer and the
contractor in the LSA GC and the subsequent LSA agreements. For example:

− Software to be used
− Data and report formats (eg, DEX-format)
− Periodicity
− Other reasons for delivery
− Distribution partners and sequences to be obliged

7.5.2 LSA data and document collection by the contractor


Appropriate agreements must be documented and agreed to, by the customer and the
contractor in the LSA GC and the subsequent LSA agreements. This includes but is not limited
to:

− Establishment of an appropriate data/document exchange and file network within industry


− Collection of data/documents for intended delivery between associated companies and LSA
related disciplines
− Performance of industry internal quality checks, harmonization and agreement for delivery

7.5.3 Delivery of LSA data/documents by the contractor


Appropriate agreements must be documented and agreed to, by the customer and the
contractor in the LSA GC and the subsequent LSA agreements. This includes but is not limited
to:

− Distribution of the LSA deliverable (directly or via a designated management unit) by taking
into account the agreed distribution rules including the due date, if applicable
− Contractor internal documentation and distribution of the official LSA delivery

7.5.4 Customer assessment and distribution of assessment results


Appropriate agreements must be documented and agreed to, by the customer and the
contractor in the LSA GC and the subsequent LSA agreements. This includes but is not limited
to:

− Distribution of the contractor's LSA delivery, as required


− Harmonization of the individual responses to the official customer response
− Distribution of the customer response to the contractor

7.5.5 Distribution of customer response by the contractor


Appropriate agreements must be documented and agreed to, by the customer and the
contractor in the LSA GC and the subsequent LSA agreements. This includes but is not limited
to:

− Registration of the official customer response


− Industry internal distribution
− Identify, distribute and harmonize the contractor investigation results

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− Update of the LSA database according to the customer response details (as much as
possible)
− Preparation of harmonized contractor response to general comments and disagreements

7.5.6 Distribution of the contractor response concerning disagreed comments


Steps concerning iterated analysis data from the contractor as described in Para 7.5.3.

8 LSA review conference


A LSA Review Conference (LSA RC) should be planned with the participation of contractor and
customer personnel in order to:

− reach final clarification of open issues


− reach customer acceptance on open issues
− monitor the status of LSA candidate items, eg concerning completion and quality
− assess logistic support aspects related to each phase of the process
− reach additional agreements between the customer and the contractor concerning LSA
aspects in order to improve the LSA process, as required

8.1 LSA review process overview


The LSA RC must be conducted at LSA candidate level. Prior to the conference, the contractor
must inform the customer about the LSA candidates to be discussed.
During the LSA RC, the related LSA deliveries and the relevant data elements must be
assessed and decided upon by taking into account established acceptance criteria. Any
decisions must be documented.
Complex LSA CI could require a sequence of analysis activities, which can be distributed over a
long period of time, depending on the type of information that is available within different project
stages. On the other hand, some decisions must be made in a very early project stage based
on limited information (eg, establishment of an preliminary maintenance concept) while other
decisions require a stable design that is not typically available until a very late stage (eg,
identification of scheduled maintenance tasks based on time consuming, excessive analysis
such as S4000P). Therefore, different review steps must be established in order to enable
sequenced decisions in line with the structured analysis process. The overall review process
must also be divided into different review steps, each supported by coherent information. These
review steps must be identified by review step indicators (refer to Para 8.3). Those data
elements that must be available for, or that must be assessed during, the individual review
steps must be defined. Each LSA RC should cover any steps that belong to the individual LSA
candidates being requested for assessment which will be indicated by according status codes.
Due to the iterative nature of any LSA process, any approval given during an LSA RC must be
considered as a temporary assessment but it must allow the contractor to continue with the LSA
process. As a consequence of the iterative nature of LSA, the data can be re-examined due to
changes in the design, the updating of technical data and/or the support or operational
environment.
The final results must be documented in the LSA documents and/or within the LSA database,
eg at the end of each project phase, must be considered as frozen. Related acceptance criteria
must be agreed to during the LSA GC.
The LSA RC should be held in accordance with the evolving design and the progress of the
intended analysis activities. These meetings should take place regularly within an agreed period
in time or depending on the amount of information to be assessed. Minutes of each LSA RC
must be prepared to record the results and to give evidence of the necessary actions for the
customer and the contractor. Updating related LSA documents and/or the LSA database in
accordance with the results of an LSA RC must be considered a required iterative action.

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8.2 Subject for review


In general, any contractual item agreed to during an LSA GC, or by subsequent agreements
between the customer and the contractor must be reviewed during an LSA RC. In addition, any
aspect that can be identified as essential for the LSA process or that could influence other
logistic processes with interfaces to the established LSA program can be discussed during an
LSA RC in order to agree on modified or additional LSA activities. Occurrences within the LSA
process that require common assessment in order to correct any essential problem should be
coordinated between the customer and the contractor.
Introductions into procedures and/or principles of LSA relevant analysis required should be
presented by the contractor to the customer in order to reach a common understanding
concerning the goal of analysis activities, related restrictions and essential LSA results
including the introduction into global analysis work flowcharts. Refer to Fig 3 and Fig 4.
Progress reports and data quality assessment summaries should also be provided by the
contractor, as well as summary reports reflecting items of special interest for the customer.
Some examples include:

− Maintainability values such as mean man-hours per operating hour


− Logistic performance parameter such as Mean Elapsed Time (MET) for maintenance tasks
that occurred within specified limits, along with the related percentage

8.3 Examples for review structuring


A typical review process could be structured as a series of steps. Different aspects and/or types
of information at different stages of the overall analysis process can be covered in this way. The
steps can be arranged as required by a project to realize LSA data release and acceptance
within the LSA review process:

− LSA review step - CIL and maintenance analysis allocation. Refer to Para 8.3.1
− LSA review step - LORA results and maintenance concept information. Refer to Para 8.3.2
− LSA review step - FMEA and SMA results. Refer to Para 8.3.3
− LSA review step - Maintenance Task Analysis (MTA). Refer to Para 8.3.4

8.3.1 LSA review step - CIL and maintenance analysis allocation


This step forms the basis for all subsequent LSA activities documented within the LSA database
and consists of:

− BEI and LSA CI selection including grouping candidates, where applicable


− Identification of the type of candidate and related attributes, such as:
• Identification of LRUs
• Potential cost drivers
• Potential maintenance drivers
• Potential readiness drivers
− Allocation of LSA relevant analysis activities to be performed for each selected candidate
− Status code reflecting details
− Any updates regarding changes in the design configuration at the CI level must be
managed in the LSA database

8.3.2 LSA review step - LORA results and maintenance concept information
In this step the preliminary maintenance concept will be prepared by allocating maintenance
tasks to their related maintenance levels and performance sites. This task typically includes:

− Maintenance concept recommendation proposed by the contractor.


− Identification of maintenance tasks relevant for equipment integration into the Product, such
as:

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• Gain and undo access


• Remove and install equipment
• Performance of functional tests at equipment and system level, as required
− Substantiation concerning the proposed maintenance concept as required (eg, LORA
results, applied method or procedure, main influencing aspects to be considered, other
analysis being applied or assessed for LORA constitution)
− Customer decision on the maintenance concept which could be rejection or alternative
solution

8.3.3 LSA review step - FMEA and SMA results


In this step, the maintenance concept is be finalized by taking into account the FMEA (eg,
constituted from Equipment FMECA by the grouping of failures focused on the intended
maintenance tasks) for the identification of unscheduled maintenance tasks. Results from SMA
will identify scheduled maintenance tasks.

8.3.4 LSA review step - Maintenance Task Analysis (MTA)


In this step, the identified maintenance tasks will be analyzed concerning its requirements and
its execution:

− Description of the required maintenance tasks in applicable detail and depth


− Duration of each task step
− Identification of related logistic resources required to support the maintenance activities (eg,
personnel, support equipment, spare parts, consumables, facilities, data and software)

8.4 Status code examples


In order to reflect the status of each LSA candidate in detail concerning the identified review
steps, a status code should be used, which can consist of sub codes reflecting:

− The responsibility of the companies involved. For each task group, the responsible
company should be identified. This also reflects the agreed work share details concerning
this subject.
− The type of LSA candidate (eg, full, partial)
− Important aspects (eg, contains user loadable SW and/or data)
− Review step indicator
Here, the analysis status of the addressed LSA candidates must be indicated concerning
the content of each review step (eg, as described in Para 8.3)
Table 16 gives examples for potential codes and the corresponding meaning (for each
LSA candidate review step indicator):

Table 16 Examples for status codes


Code Description

X Review step content is in "working condition", assessment not requested


N Review step is "not applicable" for the related LSA candidate
R Review step content is requested for assessment and decision in the next LSA RC
A Review step content is (temporarily) agreed to by the customer
B Review step content was assessed and in principle (temporarily) agreed to by the
customer. However, minor rework is expected prior to final acceptance. In terms of
contractual status, a "B" can be treated like an "A".

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Code Description

O Review step content was not agreed to by the customer and remains an open
issue

8.5 Depth of status code allocation


As a minimum requirement for each LSA candidate, relevant status codes should be allocated.
In addition, the subject of assessment can be addressed in more detail (eg, the specific task of
the LSA candidate that was established/modified and needs to be assessed). This decision
must be made during the LSA GC.

8.6 Functions of the status code


The status code reflects the review process structure and address all contractual issues that
must be documented within the LSA database. It can be used for overall status summary
reports concerning the content of the LSA database, eg, after each LSA RC to reflect the
progress in the area of LSA.
An LSA CIL filtered by status code can be used to focus the customer's attention to this specific
subject.
The status code could also be used internally by the contractor in order to indicate to logistic
disciplines the "stop" or "go", status to indicate any risk when creating ILS products.

8.7 Status code definition at the LSA guidance conference


The intended review steps, as well as the related status code structure and applicable status
codes, must be proposed by the contractor and agreed to by the customer during the LSA GC
along with the depth and level of detail of status code allocation.

9 Starting point and management of the creation of the logistic


products
9.1 Starting point recommendations
The starting point for the creation of the logistic products is dependent on several factors,
including technical documentation and illustrated parts data availability. Changes of design or
maintenance concepts can have also extensive influence on these products. In this context, ILS
products to be considered include:

− Technical documentation
− Materiel support (illustrated parts data)
− General and special support equipment
− Training
− The facility construction is not considered a typical ILS product since the decisions for
facilities are made in an early phase of a project, because of the long qualifying time

9.1.1 Technical documentation


In general, technical documentation consists of two main parts:

− Handbooks for system repair and maintenance


− Handbooks for system operation (user documentation)
During a design and development process, the supporting logistic analysis activities are
performed. Depending on the progress of these analysis activities, which maintenance concept
will be the basis, which personnel, support equipment and spares are required and how the task
will be executed (task description), become more well defined. Therefore, the development of
technical documentation concerning system repair and maintenance should commence at a

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later point. The better the information from the logistic analysis activities is, the less the risk for
inaccurate technical documentation, which could lead to rework.
In some cases however the development of technical documentation must start early because
of time limitations and contractual preconditions. The basis for the development of technical
documentation detailing system repair and maintenance is the maintenance task, which is
documented in the LSA database. It is recommended that a robust solution to trigger the
technical documentation development to support the Product be implemented. This process
must be harmonized between the contractor’s support engineering and the technical
documentation departments. A good solution is to use status information for LSA candidates, or
even for maintenance tasks, within the LSA database and mechanisms for drafting technical
documentation described in S1000D.
The correlation between LSA and technical documentation is shown in Fig 10.

Start of Handbooks
LSA database development of for
technical
Repair and system repair
documentation
maintenance tasks triggered by LSA and
(e.g. by status of maintenance
BEI / task)

Start of
development of
technical
Operational tasks
documentation
triggered by LSA
(e.g. by status of
BEI / task)

Operational Handbooks
analysis for
system operation

ICN-B6865-S3000L0022-003-01
Fig 10 Correlation between LSA and technical documentation
Generally, the development of the technical documentation for the operation of the Product is
an independent activity from the LSA process. However, it is recommended that this
documentation (eg, a prototype of a technical system safety for testing and qualification) be
made available as early as possible. A particular aspect is the consideration of information from
the operational analysis activities. The tasks described and documented in the LSA database in
this area can be part of the technical documentation for both Product repair and maintenance,
and Product operation. In this case, the recommendations for the repair and maintenance
documentation are also valid for the results of operational analysis.
Each repair or maintenance task, identified and documented in the LSA database, must be
reflected by the technical documentation for Product repair and maintenance.
However, he technical documentation for system repair and maintenance can contain
information beyond the documented LSA tasks because sometimes it is not possible to include
each single maintenance action within the LSA database (eg, because of budgetary reasons).
Not every piece part will be an LSA candidate. The purpose of LSA should be to analyze, in
depth, the true maintenance and cost drivers. The remaining equipment or piece parts that
require technical documentation must also be considered. The depth and the extent of this

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additional technical documentation should be clarified between the contractor and the customer
during the GC.
To guarantee a meaningful information flow between LSA and technical documentation, it is
recommended to establish a process to exchange the status of work of LSA to the technical
documentation department on a regular basis. In this way, technical documentation can keep
pace with all relevant information needed to start the development of the technical
documentation. Aspects that should be covered, include but are not limited to:

− Is the relevant maintenance task ready for technical documentation?


− If the status of the LSA task indicates: "Not ready for technical documentation", what risk
could be taken to start the production of technical documentation anyway?
− Is there a blocking status in LSA, which permits the start the production of technical
documentation?
− Which additional activities must be documented within technical documentation, which are
not a part of the LSA database (no trigger from LSA for those aspects)?

9.1.2 Materiel support


The identification of relevant spare parts is a main task within the LSA process. The depth of the
breakdown and the extent of analysis activities will be reflected in the identification of spare
parts. Depending on the maintenance concept, identification of spare parts can differ drastically.
For example, in a simple 2-level maintenance scenario, complete components will be replaced
and no repair activities will be performed by the operator of the system. In this case, only a
small number of spare parts will be identified. However, additional spare parts, such as
standard parts, could be identified that are additionally required by the identified complete
components.
The decisive question is the depth of the breakdown within the LSA. Theoretically, a breakdown
down to the last piece part is possible, but the effort would be huge and therefore unacceptable.
Therefore, in practice, the identification of spare parts within the LSA process will stop at a
certain level. Typically, the maintenance drivers and the cost drivers should be identified within
the LSA process. This information is documented within the requirements of maintenance tasks
in the LSA database. A similar process as described for technical documentation should also be
established for materiel support. Depending on the progress of the logistic analysis activities,
the start of the creation of the logistic products concerning materiel support should be triggered
by LSA relevant maintenance drivers and cost drivers.
The same applies to technical documentation in that, in many cases, not all required spare parts
will be identified by LSA. However, all spare parts identified by an LSA task must be considered
within materiel support. Table 17 gives an overview of the different types of spares and their
consideration in the identification process.

Table 17 List of different spare part types identified by LSA


Spare part Description Correlation between LSA and
type materiel support

Complete - Maintenance driver Identification of the equipment as


piece of - Cost driver a required spare part should be
equipment Required spare parts for replace tasks approved by a maintenance task
(scheduled or unscheduled) at operator defined within the LSA.
site (replacement of complete equipment
without any repair at operator site)
Dedicated Required spare parts for equipment repair Identification of this component as
spare parts or maintenance tasks at operator site a required spare part should be
(repair of the equipment will be performed approved by a maintenance task
at operator site) defined within the LSA.

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Spare part Description Correlation between LSA and


type materiel support

Standard Required standard parts (eg, attaching Identification of this component as


parts parts or seals) for repair or maintenance a required spare part should be
tasks at operator site (repair of the approved by materiel support
equipment will be performed at operator because of missing depth of
site) breakdown within the LSA.
Consumables Required consumables such as liquids, Identification of this component as
grease, special chemical products, source a required spare part can be
material, glue. approved by materiel support or
by LSA.

The process to begin the preparation of illustrated parts data within


materiel support is shown in Fig 11:

Illustrated parts data

Start of
LSA database development of
material support
Repair and products triggered
maintenance tasks by LSA
(e.g. by status of
BEI / task)

Start of • Spare parts and


development of consumables identified
material support by LSA
Operational tasks
products triggered • Additional spare parts
by LSA
• Additional consumables
(e.g. by status of
BEI / task)
• Other additional
information like support
equipment and
Operational corresponding spare
analysis parts

ICN-B6865-S3000L0023-003-01
Fig 11 Correlation between LSA and materiel support

9.1.3 Common and special support/test equipment


The identification of relevant support and test equipment is a main task within the LSA process.
The timely provisioning with required support/test equipment is of crucial importance and it
should be distinguished between common and special support/test equipment. Particularly, the
requirements for special support/test equipment should be identified by the LSA process. After
the identification, a development or procuring process should begin. Refer to Fig 12.
Each item of support and test equipment that is identified by the LSA as a requirement must be
a part of a development or procurement process. The LSA status information can be used to
initiate activities within the department responsible for support and test equipment. However, in
some cases, the requirement for support/test equipment can also be derived from sources other
than the documented LSA tasks typically for common tools, (eg, a simple screwdriver does not
need to be identified by a special LSA task).

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Common and special


support/test
Start of
equipment
LSA database development /
procurement
triggered by LSA
Repair and
(e.g. by status of
maintenance tasks BEI / task)

Start of
• Support and test
development /
procurement equipment database
Operational tasks triggered by LSA
(e.g. by status of • Support and test
BEI / task) equipment development
process

• Support and test


equipment procurement
Operational process
analysis

ICN-B6865-S3000L0024-001-01
Fig 12 Correlation between LSA and support/test equipment

9.1.4 Training
Particular attention must be applied to training. Training needs concerning maintenance
activities cannot be identified until complete information concerning the required maintenance
tasks is available (eg, details of performance, required support equipment, difficulty and
criticality, duration, number of working steps, required personnel). The first step in identifying
training requirements should be a TNA. This can be based on the maintenance tasks identified
by the LSA. To help identify the best starting point for training activities, status information
should be introduced that can be exchanged between the TNA and the LSA. Additional
information should be taken from the technical documentation in order to support the
identification of training needs that are not documented in LSA, and to support the
development of training content. Refer to Fig 13.
The process to identify and develop training content should be agreed to by the customer taking
input from LSA and/or technical documentation that is available. The development of training
equipment can be very cost intensive (eg, production of training videos, training rigs, training
simulators). Therefore, decisions concerning training should be based on reliable information.
For the best possible support, it is recommended that training information, that is within the LSA
database, be documented. The LSA database can contain simple markers such as "training
required", skill levels for personnel or more detailed information, if available. It is recommended
that the LSA database be designed to include queries that support the extraction of training
requirements.

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Training
products
Start of training
activities triggered
LSA database by LSA
(e.g. by status of
Repair and BEI / task)
maintenance tasks

Training • Training documents


Operational tasks Needs • Training rigs
Analysis • Training simulators

Operational
analysis

ICN-B6865-S3000L0025-001-01
Fig 13 Correlation between LSA and training

9.2 Management of the development of the logistic products


One central challenge within the development or introduction of a new Product is the
coordination of the product support activities. For the development of new Products, the
development of the ILS products can be complex. Therefore, the management of this
development process must be supported by a robust solution. It is recommended that, ILS
managers be provided with the means to use LSA information and the LSA database as a
central management tool for the entire ILS process. The contractor must consider:

− Timely development of the ILS products must be supported by LSA status information.
Triggering the logistic disciplines should be generated by the support engineering
department to ensure a proper start.
− Creating unnecessary effort in any logistic discipline must be avoided, such as:
• Creation of technical documentation for maintenance actions that are never performed
at the customer operational site.
• Documentation or provisioning of spare parts or consumables that are never required
at the customer operational site.
• Beginning the development or procurement of support/test equipment that are never
required at the customer operational site.
• Planning training for maintenance tasks which are never performed at customer
operational site.
To avoid negative impacts of these aspects, it is recommended that a permanent quality check
of the content of the logistic disciplines against the content of the LSA database be carried out.

9.3 Influence of modifications on logistic products


Design modifications that are relevant for any logistic analysis activity and are relevant for the
ILS disciplines must be considered carefully. The commencement of analysis for any of the
logistic disciplines must be triggered in case of changes in the LSA database and design
changes with no connected information within the LSA database. Good management of the

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entire ILS process, as a common process from the design to the logistic products, is essential. It
is recommended that a strategy for managing modifications during every project phase, be
established. Even in the design and development phase, many of modifications will have an
effect on the entire project. Also, in later phases of the project, modification management for the
logistic support products is of vital importance for both the customer and the contractor. Fig 14
illustrates a typical triggering process.

Influence of
design
modifications
on logistic
analysis tasks
modification INFLUENCE causes: TRIGGER
Change of Logistic disciplines
maintenance • Technical
concept
DESIGN

documentation
Change of • Materiel support
modification content of LSA
database • General and special
support equipment
• Training

modification

TRIGGER

Influence of design modifications on


modification logisitic disciplines without
documentation within LSA database
…………..

ICN-B6865-S3000L0026-001-01
Fig 14 Influence of design modifications on logistic disciplines in general

10 Checklists
10.1 Detailed checklist for the creation of an ORD
To support logisticians in developing a complete ORD, a checklist with a number of detailed
questions should be used (refer to Table 18). However, there will be project specific
aspects that should also be taken into account.

Table 18 Checklist of detailed questions to support the ORD creation


Detailed ORD questions Answer/Action
General usage scenario
Which usage areas or which mission areas are expected? Describe usage areas
Is the normal usage of the Product the only scenario? Yes/No?
Are there special usage scenarios, which must be taken into Yes/No?
consideration? If yes, describe special usage
scenarios in detail

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Detailed ORD questions Answer/Action


Is a permanent usage expected? Yes/No?
If yes, describe in detail
Is an out of area usage under rough conditions expected? Yes/No?
If yes, describe in detail
Is there any influence on the environment expected from noise from the Yes/No?
usage or the maintenance of the Product? If yes, describe in detail
Is there any influence on the environment expected by pollution from the Yes/No?
usage or the maintenance of the Product? If yes, describe in detail
Is there any other influence on the environment expected from the usage Yes/No?
or the maintenance of the Product? If yes, describe in detail
Are there any actions necessary to avoid negative influence on the Yes/No?
environment such as noise or pollution? If yes, describe in detail
Are there any problems with the currently used Product concerning Yes/No?
performance? If yes, describe problems
Are there any problems with the currently used Product concerning Yes/No?
maintenance? If yes, describe problems
Are there any problems with the currently used Product concerning Yes/No?
supportability? If yes, describe problems
Is the system used in combination with other existing Products (generally Yes/No?
or only sometimes)? If yes, describe interaction
Is the usage of the Product dependent on other existing Products? Yes/No?
If yes, describe dependence
Is the Product itself transportable? Yes/No?
How long does it take to prepare the Product for transportation? Duration
Does transportation require a special conservation and packaging? Yes/No?
If yes, describe in detail
Define transportability requirements (mode, type, quantity, distance, Define details
duration of transport)
Which requirements concerning support equipment and personnel exist Define details
for the preparation of the Product for transport?
What is the maximum time to reset the Product to full capability after Define duration
transportation?
Which requirements concerning support equipment and personnel exist Define details
for the rest of the Product to full capability after transportation?
What else must be transported (eg, support equipment, spares, Define details
personnel) for the proper operation of the Product at the destination and
what are the requirements for these additional transportation actions.
Deployment of locations and special conditions of every location
How many operating locations exist? Number

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Detailed ORD questions Answer/Action


Is there an international or even an intercontinental distribution of the Yes/No?
operational locations?
What are the distances between the operating locations? Map, distances
What are the distances between the operating locations and the required Map, distances
industry and/or contractor facilities?
Define the type of each location: Define details
Is the location land based?
Is the location ship based or sea based?
Is the location based in a mountain region?
Is the location a depot with maintenance abilities?
Is the location a home base or an offshore location for the Product?
Is the location a training base equipped with training facilities?
Define the special conditions at each location: Define details
Are there extreme sandy or dusty conditions?
Is there a salty atmosphere because of location?
Are there extreme hot or cold weather conditions?
Are there other extreme stress conditions at special locations?
Are there limitations due to special regulations/laws at special
locations?
Are there special storage requirements due to extreme weather
conditions at special locations?
In a wartime scenario, are there special locations that would preclude Yes/No?
contractor maintenance? (eg, maintenance and repairs in wartime
environment cannot easily be performed by contractors)
Are there any special situations involving threat that might require a Yes/No?
special emergency maintenance concept limited to a minimum of
intervention?
Is there sufficient infrastructure available to reach all locations (eg, to Define details
guarantee proper supply of spare parts or consumables)
Quality and existence of roads
Airport (local or international) nearby
Connection to railway stations
Connection to inland or sea ports
Are there special infrastructural requirements for reaching a location? Yes/No?
If yes, define details
What are the existing capabilities of each location concerning support Define details
equipment?
What are the existing capabilities of each location concerning Define details
infrastructure and facilities?
What are the existing capabilities of each location concerning personnel? Define details
What are the planned capabilities of each location concerning support Define details
equipment?
What are the planned capabilities of each location concerning Define details
infrastructure and facilities?

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Detailed ORD questions Answer/Action


What are the planned capabilities of each location concerning personnel? Define details
Will there be plans to establish a repair station at special locations? Yes/No?
Will there be plans to establish a supply depot at special locations? Yes/No?
Will there be plans to share abilities between different locations Yes/No?
(exchange of support equipment or personnel)
Product support and deployment
How many supported Products are planned per location? Define details
Deployment of Products (end items) per location Define details
Will there be plans to share Products (end items) between different Define details
locations?
Product usage overview
What will be the normal usage of the Product at every location (key Define details
usage)?
What is the planned availability of the Product at each operating location? Define details
When the Product is used in missions, what are the planned mission Define details
success rates for each operating location?
Are there any periods of special usage of the Products at a special Define details
location?
− low payload period
− temporary peak loads
− temporary storage of the Product
− out of area usage under special or rough conditions
− wartime usage

In the case of permanent operational conditions, what are the possible Define time periods for
down times for maintenance (maintenance windows)? maintenance
Define additional Product performance parameters in measurable Define detailed values
quantifiable terms such as:
− range of usage
− required accuracy
− payload values
− required temperatures
− required speed
− required distances

What is the key measurement base of usage per unit of time? Examples Define detailed values
are:
Operational hours for general Products
Flight hours for airborne Products (aircrafts, helicopters)
Kilometers or miles for land based vehicles
Rounds or cycles for periodic processes in a Product
Tons for transportation systems

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Detailed ORD questions Answer/Action


What operational profile is expected at each location? Define a operational profile as
How many operating hours or missions are planned per day? detailed as possible
Are there different typical usage days, define the operating profile for
each "day type".
What are the typical operational profiles for longer ranges such as weeks,
months or entire years?
How many operating days/operating hours are expected for a year or for Define detailed values
any other basic time period?
What is the average duration of each different usage (eg, operation, Define detailed values
mission, trip, flight, dive)

10.2 Detailed checklist for the creation of an CRD


To support logisticians to develop a complete CRD, a checklist with a number of detailed
questions should be used (refer to Table 19). However, there will be project specific
aspects that should also be taken into account

Table 19 Checklist of detailed questions to support the CRD creation


Detailed CRD questions Answer/Action

Supply concept
Are central depots expected, and how is the deployment planned? Define details
Are depots planned directly at the operational locations? Yes/No?
Is a material exchange between different locations expected? Yes/No?
Is a selection process for suppliers defined and how is it planned to Define details
integrate suppliers into the expected supply concept?
Is it possible for a production line to provide spare part support (especially Yes/No?
at early stages)?
Is an outsourcing concept via a support agency expected? Yes/No?
What are the limitations for spare part availability and lead times? Define details
What distribution systems and IT-system will be used for spare part Define details
supply?
Which concept will be used for initial provisioning? Define details
Is it expected to use an optimization or a simulation tool?
Is the deployment schedule properly supported by the initial spares
delivery?
Will spare part delivery impact the production schedule? Yes/No?
Will the industrial base be obligated to provide spares support in the out- Yes/No?
years for items that remain in the inventory?
Support equipment concept
How can it be ensured that all support equipment is available in time? Define details

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Detailed CRD questions Answer/Action


What is the identification and realization process for standard and special Define details
support equipment?
How effectively is automated test equipment being utilized to support the Define details
Product?
What is planned for maintenance and support of the support equipment Define details
itself?
Repair and overhaul of support equipment
Calibration of support equipment
Personnel integration
What are the general requirements and provisions for manpower and Define details
personnel?
Are the Products operated by the staff of the customer or by staff of the Define details
contractor?
Should cooperative models be considered? Yes/No?
How can it be ensured that the required operator training is verified on Define details
time?
How can it be ensured that the required maintenance training is verified Define details
on time?
What training processes should be developed to ensure adequate Define details
operational and maintenance support at all levels during the entire life of
the system? The possible rapid turn-over of personnel should especially
be considered.

Facilities
Which services must be available at the required facility (eg, electrical Define details
power, hydraulic power, compressed air, special working environment)
Are existing facilities at operational locations appropriate to the Yes/No?
requirements of a new Product (operational and maintenance facilities)?
Can existing facilities at operational locations be adapted to the Yes/No?
requirements of a new Product (operational and maintenance facilities)?
Is there a realistic time schedule available for the building of required new Yes/No?
facilities? Define details
Is there a plan to identify and reduce risks caused by the delay of the Define details
building of facilities?

IT and communication resources


Which IT architectures exists at every operational location concerning the Define details
following aspects:
− Network capabilities
− Data storage capabilities
− Computer capabilities
− Communication resources

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Detailed CRD questions Answer/Action


Are the existing IT and communication capabilities appropriate for the Yes/No?
new Products to be introduced? Define details
Are there risks in connection with future changes in IT or communication Define details
architecture concerning the operation of the new Products?
Are there concepts for an initial provision with data for required IT Define details
systems?
Who is the holder of the required data?
Are there contractual aspects to be considered?
Are there any problems concerning data security requirements?
Are there plans for a first installation of required new IT systems and for Yes/No?
the appropriate service of IT systems during the life of the Product to be
supported?
Are there service contracts for hardware and software (planned and Yes/No?
existing)?
Fast reaction to downtime must be ensured.
Upgrade of hardware and software in case of technical progress should
be included in the agreements of a service contract.
Are different IT systems at different operational locations compatible? Yes/No?
Is there a plan to ensure the existence of all required interfaces to other Yes/No?
IT systems?
New organizational structures
Will any organizational structures be changed at operational locations Define details
and what are the risks of these changes?
What structure changing opportunities exist with the introduction of a new Define details
Product (eg, reduction of personnel)

Schedule consideration
What are the plans for an appropriate participation of logistic disciplines in Define details
all phases of the project?
Are the logisticians involved in the project in a very early phase of the Yes/No?
project so they can influence basic decisions concerning design?
Additional aspects
What additional aspects specific to the project are of high significance for Define details
the logisticians?

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10.3 LSA candidate selection flowchart examples


10.3.1 Non structural items

START Full candidate selection (CS01)

Is the item
yes no Remarks for
a new developed
justification
or major modified
(if required)
item ?

yes no Remarks for


Has the item a low
justification
reliability ?
(if required)

Is the
item a Remarks for to partial
no
repairable, Maintenance justification candidate
Relevant Item (if required) selection
(MRI)?

Are
dedicated
yes maintenance tasks complex, no Remarks for
very time consuming and personnel justification
intensive or is non-standard (if required)
support equipment
required?

Does
the item need Remarks for to partial
no
a specific scheduled or justification candidate
preventive (if required) selection
maintenance?

yes

Potential
full candidate
in CIL

ICN-B6865-S3000L0036-001-01
Fig 15 Full LSA candidate selection flowchart
The selection flowchart from Fig 15 shows a typical process for the determination of full LSA
candidates from an existing breakdown. The flowchart must be applied to each breakdown
element. If the selection flowchart for full LSA candidates leads to the IUA not being a full LSA

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candidate, the second LSA selection flowchart for partial candidates must be applied to each
of those BE’s. Refer to Fig 16.

from full candidate selection Partial candidate selection (CS02)

Must the
yes item be removed no Remarks for
to gain access and is justification
the removal of high (if required)
frequency?

Is the item a system


or a sub-system, which is not
yes previously defined as a full candidate Remarks for
no
against which a fault location and/or a test justification
procedure or other general (if required)
maintenance procedures
will be described?

Is the item a
non-hardware item,
yes no Remarks for
against which general activities
justification
(like cleaning, storing, parking,
(if required)
mooring, general inspections)
will be described ?

Potential Potential
partial candidate non-candidate
in CIL in CIL

ICN-B6865-S3000L0037-001-01
Fig 16 Partial LSA candidate selection flowchart
Depending on the project, the selection criteria must be adapted since additional criteria could
be required. In general, the analyst must have a guideline for the LSA candidate selection. Any
required change of flowchart logic within a project must be harmonized between the contractor
and the customer and agreed to the customer during the LSA GC.

10.3.2 Structural items


In the case of structural components, the selection of LSA candidates differs from the
selection process for non-structural items. Refer to Fig 17.

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START Candidate selection (CS03)


for structural items

Is the design
principle of yes
structural item
save life?

no

Does the
structural item
yes Results of Scheduled
require specific inspection
Maintenance Analysis
and/or scheduled
(S4000M, MSG-3, RCM)
or preventive
tasks?

no

Is the
structural item
yes replaceable (in-service) no Remarks for
as a re-occuring event or is justification
item removed (if required)
for access
regulary?

Is the
item repairable no
in situ and in an installed
condition
?

yes

Can repairs
of the structural item
no
be achieved with standard
or general repair
procedures?

yes

Potential LSA candidate Potential


full candidate family (standard non-candidate
in CIL procedures) in CIL

ICN-B6865-S3000L0038-001-01
Fig 17 LSA candidate selection flowchart for structural items

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Chapter 4

Configuration management in LSA

Table of contents Page


Configuration management in LSA ................................................................................................ 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 3
1.1 Introduction ...................................................................................................................... 3
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
2 General considerations on configuration management ................................................... 3
2.1 Configuration management rules .................................................................................... 3
2.2 Configuration control ....................................................................................................... 4
3 Configuration management in the LSA process .............................................................. 5
3.1 Establishment of breakdown according to agreed rules ................................................. 5
3.1.1 Definitions of general terms ............................................................................................. 5
3.1.2 Types of product breakdown ........................................................................................... 7
3.1.3 Background for different approaches to establish a Product breakdown ...................... 11
3.1.4 Usage of breakdown element identifier ......................................................................... 14
3.1.5 Breakdown element identifier examples ........................................................................ 17
3.1.6 Breakdown element identifier and related codes .......................................................... 19
3.1.7 Breakdown element identifier requirements concerning software ................................. 24
3.2 Breakdown element identifier - structure examples ...................................................... 24
3.2.1 Functional breakdown ................................................................................................... 24
3.2.2 Mixture of functional and physical breakdown ............................................................... 25
3.2.3 Separation of physical and functional breakdown with cross referencing (hardware
only) ............................................................................................................................... 26
3.2.4 Physical breakdown with explicit parent-child relationship ............................................ 28
3.2.5 Integration of software as part of a single physical hardware item ............................... 29
3.2.6 Integration of software as part of more than one physical hardware item..................... 29
3.2.7 Integration of software in a functional breakdown ......................................................... 30
4 Configuration changes in LSA ....................................................................................... 31
4.1 Evaluation of the impact of configuration changes ........................................................ 31
4.2 Sources/drivers for configuration changes .................................................................... 32
4.2.1 Customer requirements for change ............................................................................... 32
4.2.2 Design change proposals .............................................................................................. 32
4.2.3 Manufacturing deviation from design (concessions) ..................................................... 33
4.2.4 Supplier changes ........................................................................................................... 34
4.2.5 In-service changes (service bulletins) ........................................................................... 34
4.3 Traceability between the source of changes and consequential LSA changes ............ 34
4.4 Processing of configuration changes during the LSA process ...................................... 34
4.4.1 General aspects............................................................................................................. 34
4.4.2 LSA compilation by change ........................................................................................... 34
4.4.3 Extended applicability management .............................................................................. 35

List of tables
1 References ...................................................................................................................... 2
2 List of configuration identification rules (steps) ............................................................... 4
3 Common terms for replaceable items.............................................................................. 6

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4 Basic for explicit breakdown documentation ................................................................. 17


5 BEI readability aspects .................................................................................................. 18
6 Examples of usage of BEI and applicability from Fig 12 ............................................... 22
7 Aspect of replaceability .................................................................................................. 23
8 Aspects of reparability ................................................................................................... 23
9 Listing of functional breakdown, simple syntax with separators .................................... 24
10 Listing of functional breakdown, extended syntax with separators ............................... 25
11 Listing of mixed breakdown, extended syntax with separators ..................................... 26
12 Listing of breakdown with parent-child methodology..................................................... 28
13 Types of affectation ....................................................................................................... 35

List of figures
1 Simple functional breakdown........................................................................................... 8
2 Simple physical breakdown ............................................................................................. 8
3 Breakdown methodology - Simple parent-child philosophy ............................................ 9
4 Breakdown methodology - Extended parent-child philosophy ........................................ 9
5 Breakdown methodology - mixture of functional and physical methodology................. 10
6 Example for a spare part grouping concept .................................................................. 11
7 Product breakdown - traditional LSA approach versus PDM approach ........................ 12
8 System of systems breakdown ...................................................................................... 14
9 Product breakdown without structured BEI syntax ........................................................ 18
10 Example for simple BEI syntax (reduced to numbering system)................................... 19
11 Example for extended BEI syntax ................................................................................. 19
12 Usage of BEI and applicability ....................................................................................... 21
13 Usage of BEI and applicability for traditional breakdown .............................................. 22
14 Functional breakdown, simple syntax with separators .................................................. 24
15 Functional breakdown, extended syntax with separators ............................................. 25
16 Mixed breakdown, extended syntax with separators..................................................... 26
17 Parallel usage of functional and physical breakdown.................................................... 27
18 Cross referencing between functional and physical breakdown ................................... 27
19 Breakdown with parent-child methodology.................................................................... 28
20 Assigning of software BEI in a physical breakdown ...................................................... 29
21 Distributed software in a physical breakdown ............................................................... 30
22 Functional BEI structure concerning SW ....................................................................... 31
23 MSN usage example ..................................................................................................... 36
24 Fleet example ................................................................................................................ 36
25 FSN (fleet) versus MSN ................................................................................................. 37
26 Applicability calculation .................................................................................................. 38

References
Table 1 References
Chap No./Document No. Title

Chap 3 LSA Business process


Chap 13 Software support analysis

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Chap No./Document No. Title

Chap 19 Data model


S1000D International specification for technical publications using
a common source database
S2000M S2000M - International specification for material
management

1 General
1.1 Introduction
Configuration Management (CM) is a discipline that ensures the correct identification of different
Product configurations, controls changes, and records the change implementation status of the
physical and functional characteristics of the Product’s structure, systems, subsystems,
equipment and components. CM efforts enable the complete audit traceability of decisions and
design modifications.
CM is performed starting at the lowest level of the Product breakdown. It identifies what was/is
required, designed, produced, supported and evaluates changes, including impact on technical
and operational performance and Integrated Logistic Support (ILS) activities. LSA as part of ILS
is involved in CM processes during all project phases.

1.2 Objective
The goal of this chapter is to present LSA involvement in the CM process to allow configuration
of products with the generation of the LSA structure through the Product breakdown. The
Product breakdown is the basis of the Product structure for the other ILS disciplines. Examples
are given to allow efficient CM of the operational Product as well as the support system. The
chapter can be tailored to specific needs of a project.

1.3 Scope
This chapter is directed at ILS and LSA managers and is recommended also be read by other
ILS discipline managers. It is focused on LSA CM, but since LSA is a core ILS process, it has
many relationships with CM activities in other ILS disciplines. Most of the guidelines and rules
can be applied to other ILS disciplines because there is a strong relation to other ASD
specifications.

2 General considerations on configuration management


CM ensures correct and harmonized Product breakdown structure along all project areas (eg
design, production, ILS). CM sets and maintains the baselines which define the Product. These
baselines are further developed and adapted as required during the entire life cycle.
CM starts at the beginning of a project and continues through all phases of Product life cycle.
ILS must be involved in the CM process from the beginning to participate in decisions and in the
establishment of CM rules.

2.1 Configuration management rules


Clear CM rules must be established at project level in the early project phases to allow correct
configuration traceability along all project areas.
A milestone plan must be established, which must follow the project and design milestones
including project time schedules for the necessary contractor/customer documentation
deliveries. Milestones and documentation deliveries must be under configuration control.

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Effective configuration identification is a pre-requisite for all other CM activities. If configuration


identification and their associated configuration documentation are not properly identified, it is
impossible to control the changes to the Product’s configuration, to establish accurate records
and reports, or to validate the configuration through audits.
Inaccurate or incomplete configuration documentation can result in defective Products,
schedule delays, and higher maintenance costs after delivery. Main configuration identification
rules are listed in Table 2.

Table 2 List of configuration identification rules (steps)


Rule Description

Identification of The identification of an item must follow the design configuration


configuration items and be compatible with other ASD specifications such as S1000D
(functional and physical) or S2000M. For example, the Standard Numbering System (SNS)
from S1000D can be adopted for a functional configuration or a
physical breakdown. Refer to S1000D.
Relationship between Functional and physical configurations are two different points of
functional and physical view of the same item. Therefore, requirements for the
configuration management and link between these configurations must be
established.
Relationship between Rules to guarantee the traceability between design configuration
design and LSA and LSA configuration must be established.
identification
Zoning and access panel Structuring the Product by zones to include identification of access
identification panels is an additional approach to the configuration of a Product.
Examples how a Product can be structured into zones are given in
S1000D.
Identification variants and Rules for the identification of variants and alternate items must be
alternate items defined at the beginning of the project. This is important to identify
different technical solutions for the same function.
Top level configuration At the beginning of a project, the type of top level CM must be
identification established. Top level CM serves to identify the Product variants
or any other kind of grouping of Products.
Required documentation The documentation necessary to properly identify the
for proper configuration configuration, eg ASD breakdown document, Illustrated Parts Data
identification (IPD), must be defined at the beginning of a project.

2.2 Configuration control


Configuration control includes the evaluation of all change requests, change proposals, and
their subsequent approval or disapproval. This ensures that no change will be implemented
without due consideration of its effect on the baselines, including logistics impact, costs,
schedules, performance, or interface with any associate companies.
The authority required to make a decision on a change varies with the magnitude and nature of
the change concerned. It involves the appropriate levels within the organization of the customer
and the developer for the project. The decision making process is an integral part of the overall
management of the "project management system".

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3 Configuration management in the LSA process


LSA must be involved in the CM process from the beginning of the project. A fundamental part
of the configuration is the generation of the Product breakdown. Rules must be established in
order to configure the Product. These rules must ensure traceability of Product structure
through all project areas (eg engineering, ILS).
According to the established rules, LSA must develop a Product breakdown capable to maintain
multiple Product configurations. Establishing this Product breakdown as a basis for all ILS areas
is essential.

3.1 Establishment of breakdown according to agreed rules


A systematic Product breakdown is essential to the LSA process and provides:

− A clear understanding of how the Product is structured with respect to systems,


subsystems, functions, hardware and software components. This also applies to peripheral
equipment that can be included in the LSA process (eg complex training equipment and
support equipment).
− A clear relationship between the included hardware elements and their possible realizations
in terms of manufactured hardware parts
− A clear relationship between the included software elements and their possible realizations
in terms of actual software releases
− Enable the allocation of unique or unified identifiers. This enables the establishment of
interfaces between design departments including configuration sources, LSA and the
logistics disciplines such as technical documentation, materiel support, training and support
equipment.
− Enable an appropriate level of detail for the selection of LSA candidates
− Identification of Product variants and Product configurations
− Enable CM with respect to how a specific revision of the Product breakdown relates to the
correct revisions of its corresponding ILS end products. It also enables the CM of source
data on which the Product breakdown and its ILS products is based, including documents,
design information and Product usage data.
Different breakdowns of the Product can be defined for different purposes. In many projects it is
common to have a design breakdown of the Product being defined in some kind of Product
Data Management (PDM) system. The same Product often also has an LSA breakdown, as well
as a separate breakdown for recording operational and maintenance data feedback. Having
different breakdowns for different purposes often results in mismatches in between the different
breakdowns, and complicates to communicate Product related data in between the different
disciplines.
This chapter describes both, the situation where is need to define a separate breakdown of the
Product from an LSA point of view, as well as the situation where the LSA process can reuse
the breakdown as defined by design.
3.1.1 Definitions of general terms
3.1.1.1 Product/end item
The Product (or end item) is a final combination of systems, subsystems, component
parts/materials and software (eg ship, vehicle, machines, aircraft or other complex technical
systems). The Product represents the top level (root) of any hierarchical Product breakdown.

3.1.1.2 Product variant identifier


The Product variant identifier is a code, which uniquely identifies the Product variant. It is
recommended to use the Product variant identifier in conjunction with other identifiers within the
entire ILS process as eg the System Difference Code (SDC) from S1000D.

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3.1.1.3 Product breakdown


A Product breakdown consists of the Product itself, and the hierarchical listing of, for example
assemblies, subassemblies, and components that can be disassembled, reassembled or be
replaced. Depending on the breakdown philosophy, a Product breakdown can also consist of
systems, subsystems, functions and zones. Examples of types of Product breakdown are
described in Para 3.1.2.
The required depth of a Product breakdown in an LSA database normally will be different from,
for example, the one being required for materiel support or production. Nevertheless, it is
recommended to harmonize breakdown rules concerning the syntax of the Breakdown Element
Identifier (BEI) within a project.

3.1.1.4 Breakdown element and breakdown element identifier


The BEI identifies the individual Breakdown Element (BE) that is defined within a Product
breakdown. A BE can represent functional or physical BEs. In case of a physical BE typically an
installation location is defined, which is “realized” by the installation of a concrete hardware item
like a piece of equipment.
It is recommended to establishment the BEs and their corresponding BEIs harmonized with the
other logistic disciplines such as technical documentation or materiel support. Additionally, a
commonality as far as possible between the design/engineering view on the Product and the
ILS view on the Product is recommended.
The BEI enables to uniquely identify an item that is a part of any logistic analysis activity.
Para 3.1.2 describes the different types of systematic Product breakdowns. Depending on the
breakdown type, different rules for the establishment of the BEI can be determined. Refer to
Para 3.2.

3.1.1.5 Breakdown element revision


A Breakdown Element Revision (BER) defines a new release of a BE. BER captures the
development progress (often referred to as design iterations). The use of BER supports CM and
especially the synchronization between changes that are being introduced from Product design,
and the impact on the LSA results.
Note
The BER must not be mixed with methods to document alternate components within a
Product breakdown as, for example, by Alternate Logistic Control Number (ALC) from
MIL-STD 1388-2B or the disassembly code variant from S1000D. The situation, that an
item which is installed at a certain position within the Product breakdown has two different
realizations (eg two different pieces of equipment from different manufacturers which have
different maintenance concepts) is covered in S3000L by the means of related realizations
in terms of parts (hardware or software).

3.1.1.6 Replaceability aspects


Some common terminology has been established in the area of logistics concerning the
replacement of equipment/components. Refer to Table 3:

Table 3 Common terms for replaceable items


Term Full name Description

LRU Line Replaceable Unit Directly replaceable on Product level


SRU Shop Replaceable Unit Replace on LRU or SRU level, but not directly
replaceable on Product level under normal
circumstances. This means, the next higher
component (LRU or SRU) can need to be removed
before the SRU can be replaced.

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Note
Instead of LRU and SRU, the abbreviations LRI (Line Replaceable Item) and SRI (Shop
Replaceable Item) are also used.

3.1.1.7 Parts
Parts are the actual realization of BEs defined in a Product breakdown, and can be either
hardware or software items.

3.1.1.8 Product related applicability - Management of Product variants and configurations


Product related applicability (often also referred to as effectivity) is used to reflect the
configuration information of a BE with respect to its allowed installation in different Product
variants. It covers the need to limit the applicability of any item in a Product breakdown to
special Product variants. An example for the usage of BE and applicability is given in
Para 3.1.6.2.
Note
It is recommended that CM aspects between customer and contractor and the significance
of CM must be clarified by both the customer and the contractor.

It is recommended not to use the LSA database as a CM tool for the as-built situation (eg to
enter the configuration of each end item delivered to the customer, into the LSA database).

3.1.2 Types of product breakdown


A Product breakdown can contain both, functional and physical aspects. These two approaches
are illustrated by examples in Fig 1 and Fig 2. An LSA database must be able to document both
methods and combinations thereof (so called hybrid Product breakdown).
The interrelationship of an item with other items at the same indenture level and the next higher
indenture, as well as its breakdown items (eg attaching parts), can be reflected by the BEI and
BE realizations or via explicit parent child relationships, respectively. To reflect a Product
breakdown the following methods are recommended, depending on the requirements of the
project.

− A pure functional breakdown


− A pure physical breakdown
− A mixed breakdown, functional and physical in one breakdown tree (often referred to as
hybrid breakdown)
− A pure functional and pure physical breakdown in parallel, interrelated by cross-mapping
Special attention must be given to software. In modern state-of-the-art Products, software is an
integral part. This must be considered in any logistic analysis. It can be required to integrate
loadable software packages into the Product breakdown, if the installation/de-installation of
software is maintenance relevant. The assignment of software to hardware must be clear within
the Product breakdown. Configuration changes due to software modification are another aspect
of the breakdown. If hardware is not modified, but software integrated in the hardware changes,
this can be necessary to be documented in the Product breakdown.

3.1.2.1 Functional breakdown


A functional breakdown typically starts on Product level as the root of a breakdown tree. The
different Product functions are documented from the main functions down to the sub-functions
to the required depth. Hardware elements cannot be found within a pure functional breakdown.
For a simple example, refer to Fig 1.

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Product / end item

Fuel system

Fuel Fuel Fuel Control &


storage distribution injection indication

Tank Fuel transport to


Refueling
interconnection engine

Pressure Gravity
refueling refueling
ICN-B6865-S3000L0008-002-01
Fig 1 Simple functional breakdown

3.1.2.2 Physical breakdown


A physical breakdown also typically starts on Product level as the root of the breakdown tree.
As a general principle, in each physical breakdown it must be possible to structure the
breakdown by the usage of assemblies. As shown in Fig 2, this is realized on the second
indenture level by introducing tank assemblies, which are broken down to the single
components rubber tank, cover tank, drain valve and blanking plug.

Product / end item

Tank 01 Tank 02 Tank 03 Tank 04 Tank 05


front left front right rear left auxiliary auxiliary

Rubber Cover Drain Blanking


tank tank valve plug

ICN-B6865-S3000L0009-001-01
Fig 2 Simple physical breakdown
Below the Product itself, the hardware elements are documented. Functional elements cannot
be found within a pure physical Product breakdown.

3.1.2.3 Zonal breakdown aspects


A zonal breakdown can be accomplished by sequencing all the zones defined for the Product.
The required depth and structure of a zonal breakdown established in an LSA database can be
different from, for example, a Product breakdown being defined for design or production
purposes. Nevertheless, it is recommended to harmonize Product breakdown rules within a
project.
Zones as BEs are typically required for the documentation of maintenance activities which are
related to the physical area represented by a zonal BE (eg for scheduled zonal inspection). To

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describe the content of a zone, it must be possible to establish relationships between zonal BEs
and physical BEs within an LSA database.

3.1.2.4 Installation location of equipment/components and multiple installation


In general, the installation location is the primary information within physical Product
breakdown. Multiple installations of equipment/components can be considered in two different
ways:

− One BE with a quantity information:


In the example the same type of tank is installed three times within the system, refer to
Fig 3. The breakdown below the tank is always the same. In some cases, it can be
sufficient to have only one BE for the three tanks within the Product breakdown including
the information of the corresponding quantity.

Product / end item

Tank
Quantity: 3

Rubber Cover Drain Blanking


tank tank valve plug

ICN-B6865-S3000L0010-002-01
Fig 3 Breakdown methodology - Simple parent-child philosophy

− Several breakdown elements:


In the example each tank is considered as a separate BE, refer to Fig 4. Using this method,
the focus is on the installation location (eg the installation or the removal can be different
depending on the installation location).

Product / end item

Tank 01 Tank 02 Tank 03


front left front right rear left

Rubber Cover Drain Blanking


tank tank valve plug

ICN-B6865-S3000L0011-002-01
Fig 4 Breakdown methodology - Extended parent-child philosophy

3.1.2.5 Mixture of functional and physical breakdown methodology


A widely-used Product breakdown approach is a mixture of functional and physical aspects
within one breakdown tree, as shown in Fig 5. Typically systems and subsystems are of
functional character, equipment and components are physical BEs. Nevertheless, a system
need not represent one concrete function but more a collection of components that have a set
of common characteristics (eg an electrical system). In this case, a system is built from a set of
functions/components, but there is still a system BE which is neither a concrete function nor a
physical item.

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Product / end item

Fuel system

Electronic control
Fuel distribution Fuel storage Fuel injection
& indication

Internal storage Auxiliary storage Functional


breakdown
tanks tanks elements

Physical
breakdown
Tank 01 Tank 02 Tank 03 elements
front left front right rear left

Rubber Cover Drain Blanking


tank tank valve plug

ICN-B6865-S3000L0012-002-01
Fig 5 Breakdown methodology - mixture of functional and physical methodology
If a mixture of functional and physical breakdown methodology is used, it can be useful to first
generate a functional structure of the Product by dividing it into several basic systems and
subsystems (eg propulsion, electric system, structure, hydraulic system, fuel system).
Depending on the magnitude of a system, the indenture level where the documentation of real
hardware BEs begins can vary. The typical breakdown path, system-subsystem-equipment-
component is not always fixed, so the indenture level at which LSA candidates are located can
also be different from system to system.

3.1.2.6 Parallel usage of functional and physical breakdown methodology


If establishing both functional and physical breakdowns in parallel is required for different
analysis purposes, each breakdown tree is established as separate breakdown structures. The
decisive factor is the generation of an effective interconnection between these two breakdown
trees. Physical BEs must be linked to functional BEs.
This methodology can be a good basis for troubleshooting analysis. Based on a functional
breakdown, troubleshooting must be able to identify potential justifications that certain functions
are not available. For this reason, the analyst must know which hardware elements can be
responsible for the missing function. The parallel usage of functional and physical breakdowns
also allows assigning hardware to functions. For example, the function "fuel distribution" shown
in Fig 5 can contain typical elements such as fuel pipes, but also electric power supply
elements. However, even though electric power supply is documented in another area, it must
be assigned to the function “fuel distribution”.
The cross functional interconnection between different Product breakdown methodologies must
be considered in an S3000L based logistic database structure.

3.1.2.7 Family concepts in physical breakdown methodology


To reduce efforts in establishment a physical Product breakdown, family concepts should be
used whenever possible. Factors that can be considered when deciding whether or not to use a
family concept include:

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− Similar items with common maintenance concepts can be grouped by family BEI concepts
(eg harnesses of the same type, pipes of the same type, and structural items of the same
type)
− Standard spare parts can be grouped by one BEI family. Refer to Fig 6

from: full breakdown concept Tank 02


front right

Seal 01

Seal 02

Seal 07

Seal 08

Seal 09
Rubber Cover Drain Blanking

Seal 03

Seal 04

Seal 05

Seal 06
tank tank valve plug

Grouping of similar items


to: family/grouping concept Tank 02 into one breakdown element
front right

Rubber Cover Drain Blanking Seals


tank tank valve plug Seal 01
Seal 02
Seal 03
……

ICN-B6865-S3000L0013-001-01
Fig 6 Example for a spare part grouping concept
However, grouping of items by one BEI can lead to the need to document the single group
elements in a certain location within the LSA database. The required logistic information is
documented within the group BE.

3.1.3 Background for different approaches to establish a Product breakdown


As mentioned in Para 3.1.2, a Product breakdown can be defined for different purposes. The
respective breakdown is traditionally often defined and used by a specific discipline. However,
the correlation between these breakdowns is often non-existent, which means that there is a
problem exchanging data and sharing experiences between different disciplines. Examples are:

− BEs that represents a position in a Product are often identified in different ways within
different breakdowns
− The breakdown philosophy (methodology) is often different from each other, which makes it
hard to identify similarities and differences between the different breakdowns
Product breakdown approaches are driven by different requirements. The working area of
design and development needs a different Product breakdown than, for example, support
engineering for technical/logistic analysis activities. For that reason there are specific views on
how to structure a Product breakdown. The intended implementation of S3000L concerning this
subject must be as clear as possible but also be flexible if required. The integration of the two
main approaches to Product breakdown into one data model, which supports both alternative
solutions, is a main goal of S3000L. These are:

− Approach 1:
Traditional LSA Product breakdown by means of structured BEI (eg similar to the SNS
structures in S1000D or to LCN/ALC structures as described in MIL-STD 1388-2B or DEF-
STAN 0060). Functional and physical areas are integrated into one common Product
breakdown. Indenture levels are defined in an implicit way by the syntax of the specific
identifier (BEI).

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− Approach 2:
Design oriented or PDM based Product breakdown by means of explicit parent-child
relationships. These breakdowns are driven by relations of BEs and/or hardware
components. The identifiers of the components are not structured by syntax to document
indenture levels as in approach 1. The identifiers can be BEIs or at lower levels a PI (Part
Identifier) which represents a part as a realization of a breakdown element.
A graphical overview of the main differences of these two basic Product breakdown approaches
is given in Fig 7:

Classical LSA Product breakdown Design or PDM-based Product breakdown

Product Product

BEI BEI
1 MT A01U MT

Usage

BEI BEI BEI BEI


MT MT
11 12 XD4 H07
Usage

BEI BEI BEI BEI


11-1 11-2 MT JK-02 H-L01 MT

Realization

BEI BEI
11-2-1 11-2-2 MT PI PI MT
P321 P04X

Assembly (BOM)
Explicit parent child realtionship
Implicit parent child relationship
PI PI MT
LSA candidate P04A P04B
Non LSA candidate
Maintenance tasks
(related to LSA candidates)
ICN-B6865-S3000L0082-001-01
Fig 7 Product breakdown - traditional LSA approach versus PDM approach

3.1.3.1 Traditional LSA Product breakdown


A traditional LSA related Product breakdown uses an implicit breakdown approach. An implicit
breakdown approach defines the position of the BE by the syntax of its BEI. This methodology
can be established by using existing standards such as MIL-STD 1388-2B or DEF-STAN 0060
respectively. In these basic standards the breakdown elements are represented by a BEI known
as the LCN. Another approach can be by using the S1000D Standard Numbering System
(SNS).
The consequence for LSA process is that the design breakdown must be quite stable before the
LSA work can start. One reason is that once the LSA Product breakdown has been established,
it can cause a high level of effort to introduce intermediate levels into the breakdown.
Another consequence of using structured BEIs to organize breakdown hierarchies is that a
structured BEI cannot be reused in between different Products in a simple way.
Incorporating breakdowns from subcontractors enforces the subcontractor to adopt the primary
contractors BEI philosophy, and implement the BEI philosophy into its process and

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documentation. This increases the cost for updating and maintaining Product breakdowns that
already exists.
Note
In traditional Product breakdown concepts there is no mechanism to document revisions of
a BE based on design progress. For that reason it is hard to synchronize changes
originating from design since there is no way to track the revision of a BE based on
development status.

3.1.3.2 PDM-oriented product breakdown


Product breakdowns in modern PDM systems define explicit parent-child relationships between
its constituent breakdown elements. This means, that a breakdown can be established without
having a structured method for the identification of the respective BE. Using explicit parent-child
relationships requires that each BE documents:

− Relationships to its child BEs


− Each parent-child relationship can include information about the quantity of child elements
and installation location
Note:
The unique BEI for BEs as defined by design are often generated by the PDM system as a
random code.
BEs are often defined as being a specifications for a system, subsystem, hardware or software.
Therefore, the breakdown stops at a level where a BE can be realized by an assembly
(hardware part) or a software package (software part). Assemblies and software packages can
in turn have a defined bill of material or a defined assembly structure.
The advantage of using explicit breakdown structures is that all BEs and parts can be reused in
many installation locations and in multiple breakdowns (eg for different Products) without having
to define new elements, and new intermediate levels can be introduced at any time during the
project, without causing additional effort.
Another advantage is that there is no need to define alternative BEs, since alternatives are just
different realizations of a BE by different parts.
The incorporation of breakdowns and parts from subcontractors is simpler, because there is
only a need to define a parent-child relationship between a main contractor’s leaf element and
the subcontractors root element. This is much more cost effective than enforcing a complete
identification system which the subcontractor needs to maintain.

3.1.3.3 Combining the two product breakdown approaches in S3000L


Even though the S3000L data model supports both approaches as such, a "combination" of the
two approaches is recommended. This is achieved by:
During the early phases of LSA:

− Use the Product breakdown, BEs and their BEIs as defined by design (including the
identification of revisions in order to be able to identify and track design changes)
− If there is a need to introduce BEs required by LSA, then:

• First, try to influence the breakdown structure as defined by design


• Second, if there is possibility to add this to the design, then create a separate branch in
the breakdown. Do not enter intermediate BEs, since that complicates the
management of breakdown updates coming from design.
− If there is a need to add BEs to the design breakdown, incorporate Product breakdowns
from subcontractors using the subcontractor BEIs, if possible
− Identify assemblies, subassemblies and components by part numbers and not by their
position in a breakdown

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At delivery of the LSA results:

− Apply a systematic identification system to the BEs from the Product itself down to a
sufficient breakdown level. One way is to stop at the level where a breakdown element
(specification) can be realized by a hardware or software part.
− Do not enforce BEI to parts (eg to actual realizations)
This approach will support both the flexibility required during the LSA process, and provide a
cross-discipline solution.

3.1.3.4 System of Systems breakdown


The system of systems approach includes multiple, dispersed and independent Products as
part of a more complex superordinate project. In this context, the same Product can be used in
different projects (eg the same engine can be used in two different types of aircraft).
The example in Fig 8 shows a typical situation. Two different projects include the same Product,
in this case an engine for an aircraft. One and the same existing Product breakdown can be
integrated into both projects.

Project Project
Unmanned Air Vehicle (UAV) Transport aircraft

Product / end item Product / end item Product / end item


Ground station Unmanned Air Vehicle (UAV) Transport aircraft

Shelter Truck Fuel System B Engine system Fuel System A

Engine
RM-K0234

ICN-B6865-S3000L0108-001-01
Fig 8 System of systems breakdown

3.1.4 Usage of breakdown element identifier


The data element to structure Product breakdowns is the BEI. The BEI uniquely identifies the
BE. The relation of an item with other items at lower or higher indenture levels can be reflected
by BEI syntax (traditional approach) or by parent-child relationship (PDM approach).

3.1.4.1 Breakdown element identifier syntax


For a traditional Product breakdown approach, the BEI syntax defines the relationship between
the different breakdown indenture levels. The number and the type of characters assigned to
each indenture level must be defined. The BEI syntax must be developed as early as possible
and it must be ensured that the syntax is appropriate from the beginning to all phases of the
project. It is recommended that using more characters than required for each indenture level be
avoided. Ensure that the BEI syntax is capable, consistent, and broad enough to address the
entire project structure. The limitations of LSA IT applications as they relate to BEI length and
syntax must be taken into account.

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Note
For projects using the traditional LSA Product breakdown approach, any change to the BEI
syntax can cause extended rework within different LSA IT systems and associated ILS
disciplines. There can be a risk that an indenture level requires more digits than originally
planned for. In these cases, using an additional digit from the beginning can avoid BEI
syntax problems at a later stage in the project.
For a PDM Product breakdown approach the definition of a specific BEI structure is not
required. In this case, the parent-child relations of the breakdown elements are given by explicit
relationships within a database.

3.1.4.2 Alternative breakdown element


Projects using the traditional LSA Product breakdown will meet the requirement to be able to
define alternative BEs similar to the former usage of ALC from MIL-STD 1388-2B or
Disassembly Code Variant in S1000D for example.
Since this kind of breakdown does not distinguish between the function being performed and
the component that realizes the function, there is a need to introduce so called alternative
breakdown elements (LCN/ALC in MIL-STD 1388-2B and Disassembly Code Variants in
S1000D). An alternative BE within MIL-STD 1388-2B uses the same LCN, but different ALC to
document alternative BE realizations. The same LCN indicates that the alternate BE occupies
the same installation location in the Product breakdown.
The requirement for alternative BEs can be the result of, for example, different manufacturers
that are selected for an item at a specific installation location, but the respective manufactured
item requires different logistic considerations (in form, fit ,function and interface, they are the
same). In S3000L, the usage of different BEI to document this situation is not mandatory.
Alternate items to be installed at the same installation location within a Product breakdown can
be different realizations by different hardware (or software) at the same installation location. The
representation of these alternate realizations can be done in two different ways within S3000L:

− Introduction of additional BEs with own BEIs. Relation to different Product variants can be
realized by using Product related applicability.
− Introduction of different realizations of a BE by different parts (eg from different
manufacturers). These parts can also become LSA candidates on a part level for the
documentation of different logistic considerations, if required.
Note
For the documentation of alternative parts to be possibly installed at one and the same
installation location, which are exactly the same in form, fit, function, interface and logistic
considerations it is sufficient to document the logistic data against the corresponding BEI
without making the alternate part an LSA candidate, too.

3.1.4.3 Documentation of peripheral items


Besides the Product/system that is subjected to an LSA (prime LSA item), analysis of peripheral
items can also be required. Those peripheral items (which include special tasks) have to be
addressed by unique BEI and have their own Product breakdown composed of eg BEs and
parts. However it is necessary for the BEI to follow the BEI logic that is defined for the prime
LSA item.
Examples of peripheral items (enabling Products) are:

− LSA for complex support equipment (eg test equipment, working platforms)
− LSA for complex training equipment (eg simulators, training rigs)

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3.1.4.4 Identification of item families


Similar items can be grouped together for analysis purposes. This family concept can minimize
the efforts and can avoid the repetition of similar analysis activities. The following list shows
typical examples for items which can be summarized in a family concept.

− Wiring of the same type (eg standard copper, coaxial, fiber-optical) within harnesses can be
grouped together into families. Within these families, standardized tasks for cable
maintenance can be identified.
− Structural parts of the same type can be grouped together. Within these families, standard
structure repair procedures can be defined.
− Grouping by manufacturer. All parts of a similar type coming from one manufacturer, can be
grouped, because the maintenance of these parts is covered by a maintenance concept
supported by the manufacturer itself (eg with corresponding repair kits).

3.1.4.5 Integration requirements


It must be ensured that each BE can be identified uniquely by each logistic discipline by both
the customer and the contractor. It is recommended to consider the following aspects:

− Harmonization of terminology
Use item names (eg derived from early design documents) unchanged and commonly
within the associated logistic disciplines in order to avoid confusion by the usage of different
names for the same item.

− Harmonization of key addresses between the logistic disciplines


Keep the IT key addresses as harmonized as possible in order to ease communication or
interaction in between different disciplines. For that reason, a common identification of BEs
and parts is recommended to a maximum extent within all logistic disciplines and also with
design department and CM.

− Breakdown element identification adopted to a standardized numbering system


It is recommended that BEIs correspond to an SNS as used, for example, by technical
documentation or design. It is recommended that numbering systems of LSA and other
technical/logistic disciplines are harmonized.

3.1.4.6 Establishment of an exchange system for data and documents


By using the BEI and part numbers as a common key, the following requirements can be
supported:

− To registered and exchanged related ILS elements, internally and between partner
companies and with customers
− To establish interfaces between the logistics disciplines, design and configuration much
easier
− To enable the comparison of data between logistic disciplines in order to guarantee
commonality and data quality
− To identify functional and/or physical positions of all LSA candidate items
− To ease trouble-shooting
− To address reports derived from or received by the LSA database (eg for logistic
disciplines, management)
− To address data exchange with the customer, partner companies or suppliers
− To address LSA status information to breakdown elements
− To structure documents that are relevant for LSA and/or other disciplines (eg technical
specifications, handbooks, general documents, drawings and document numbering
systems)
− To enable structuring of other LSA documents such as the CIL

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3.1.5 Breakdown element identifier examples


Within BEI logic, some special aspects of information can be incorporated. The main purpose of
the BEI is the structuring of a Product into hierarchical levels from the top level down to the
required breakdown depth, in order to document the relevant equipment and components. The
establishment of rules for the syntax of the BEI is important. These rules are agreed to at the
LSA GC.

3.1.5.1 Breakdown without homogeneous BEI logic


A Product breakdown can be established without having a structured BEI syntax. Each BE only
needs to identify its children. Each association with the respective child BE contains information
about the quantity of child elements and possible description of installation location.
Note
Quantity and installation location is data being associated with the relationship between the
parent and child BEs.

Table 4 Basic table for explicit breakdown documentation


Item name BEI Part Item type Next higher Quantity
number item

Product/end item - - Product - -


Fuel tank TF001 - Equipment Product 3
Auxiliary tank TF004 - Equipment Product 2
Rubber tank TRT001 - Component TF001 1
Tank cover TC001 - Component TF001 2
Blanking plug TBP001 - Component TF001 1
Drain valve TV001 - Component TF001 1
Valve1 - 45-90F Component TV001 1
Valve2 - 45-90H Alternate component TV001 1
Filter1 - 27-12 Component 45-90F 1
Body - 45-BB Component 45-90F 1
45-90H
Filter2 - 27-27 Component 45-90H 1
… … … … … …

The breakdown structure example from Table 4 is visualized in Fig 9.


Note
Normally, any functional information is missing in this type of explicit breakdown
methodology.

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Product / end item

Fuel tank Fuel tank Fuel tank Auxiliary Auxiliary


TF001 TF001 TF001 TF004 TF004
1 1 1 1 1

Rubber tank Tank cover Drain valve Blanking plug


TRT001 TC001 TV001 TBP001
1 2 1 1

Realization

Valve1 Valve2
45-90F 45-90H
TF001 BEI
45-90F Part number Assembly (BOM)

Filter1 Body Filter2


27-12 45-BB 27-27

ICN-B6865-S3000L0014-002-01
Fig 9 Product breakdown without structured BEI syntax

3.1.5.2 Basic syntax of breakdown element identifier - establishment of breakdown levels


The implementation of a BEI syntax must consider the definition of the different indenture levels
and how to make the BEI easily comprehensible. Both the number of digits per indenture level
and the proper usage of letters, numbers and special characters must be defined carefully for
each project. Each aspect concerning the required depth and range, readability and possible
future requirements must be considered. Readability can be improved by taking into account the
following aspects, refer to Table 5:

− The usage of separators between different levels is recommended


− A decision made on whether to always use the full range of digits in the breakdown syntax
or to allow a BEI termination at the relevant indenture level.

Table 5 BEI readability aspects


BEI BEI (for better clarity)

28000000000AAA  better readable by usage  28-000-000-000-A-AA


of a separating character
28000000A  better readable by usage  28 000 000 A
of a separating blank
28-000-000-000-000 28
28-001-000-000-000 better readable by 28-001
28-001-001-000-000  termination after the last  28-001-001
28-001-001-002-000 relevant breakdown level 28-001-001-002
28-001-001-002-001 28-001-001-002-001

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A typical example for a simple BEI syntax is given in Fig 10:

28 01 01 001 001

BEI, 5th indenture level, 3 digits, numeric


BEI, 4th indenture level, 3 digits, numeric
BEI, 3rd indenture level, 2 digits, numeric
BEI, 2nd indenture level, 2 digits, numeric
BEI, 1st indenture level, 2 digits, numeric
ICN-B6865-S3000L0015-001-01
Fig 10 Example for simple BEI syntax (reduced to numbering system)
In addition to readability aspects, other information can be incorporated within the BEI, refer to
Fig 11. Examples are:

− BE variant coding
− Coding of the project/Product, eg a Product identifier

JX 28 01 01 001 001 A

BEI suffix, eg part of coding to document BE variants


BEI, 5th indenture level, 3 digits, alphanumeric
BEI, 4th indenture level, 3 digits, numeric part of BEI, which
represents the
BEI, 3rd indenture level, 2 digits, numeric numbering system
BEI, 2nd indenture level, 2 digits, numeric of the project
BEI, 1st indenture level, 2 digits, numeric
BEI prefix, eg product/project identifier
ICN-B6865-S3000L0016-001-01
Fig 11 Example for extended BEI syntax
Note
The definition of the BEI syntax as a code is not restricted in S3000L. The BEI can be used
as a simple representation of the numbering system as shown in Fig 10. To incorporate
additional information, the BEI can be extended eg by a prefix or a suffix as shown in
Fig 11. In this way the documentation of different BE variants can be realized.
JX-28-01-01-001-001-A and JX-28-01-01-001-001-B can be two different variants of
breakdown elements being installed at the same installation location. The installation
location is documented by the part of the BEI representing the numbering system of the
Product breakdown, the variant is identified by the suffix.

3.1.6 Breakdown element identifier and related codes


Along with the coding of the functional/physical breakdown element with the help of a BEI,
additional information is important for the unique identification of any Product component. The
usage of this information along with the BEI will provide a complete idea of the structure and
assembly of the analyzed Product.

3.1.6.1 Purpose of breakdown element revision


The Breakdown Element Revision (BER) documents different stages of development.
Especially in a design & development phase it can be necessary to document different
development steps concerning influence on design and principal changes which have significant
influence on technical/logistic analysis results and/or on the support solutions. Revisions of BEs
have not been considered in traditional Product breakdown methodologies, but is being

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introduced in S3000L in order to enable a better integration with Product design and logistic
disciplines.
Note
The BER is not designated to be the code to distinguish between for example, alternate
hardware components (eg from different manufacturers) which can be installed at the same
installation location (also refer to Para 3.1.4.2).

3.1.6.2 Applicability
Often different equipment (eg from different manufacturers) or equipment variants (eg from the
same manufacturer, but different releases) can be installed at the same installation position
within a Product. The usage of applicability for different BEs and BE realizations by parts
enables for the distinction between variants of equipment/components documented by BEI or
part identifier which can be installed within different variants of Products. Concerning variants of
components or parts respectively it is possible to distinguish between 2 different situations:

− Situation 1:
Simple alternative components (equal in form, fit, function, interface and logistics
considerations, eg interchangeable components from different manufacturers).

− Situation 2:
Modified alternative components (equal in form, fit, function and interface, but not equal
concerning logistics, eg equipment/parts of the same type from different manufacturers,
which have different maintenance concepts).
In general, situation 2 has to be documented carefully by the introduction of different items
within the Product breakdown. These items can be different BEs represented by different BEI,
or, alternative, different realizations for one and the same BE by different parts. In both cases it
is possible to document the different logistic information against the LSA candidate, which is
represented in the first case by the BEI and in the second case by the BE realization
(installation of different parts at the same installation location, eg identified by part number).
Additional to the requirement to be able to distinguish between variants of components or parts
respectively, the Product as the superior item can also be realized by different Product variants
(eg for different customers). A proper applicability method must be able to allocate each
component or part variant to the corresponding Product variant.
In the following S3000L Product breakdown example the principle of assigning applicability is
visualized. The breakdown is represented by PDM-orientated explicit parent-child relationships
and applicability is realized by relationship to the Product variant applicability object within the
Product breakdown, refer to . The same principle can be used when a traditional Product
breakdown approach is realized as shown in Fig 12.
Note
In comparison to the traditional approach by MIL-STD 1388-2B the function of the data
elements ALC and UOC is now realized by applicability and hardware or software
realization.

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Advanced
Contract
Truck
AD-TP001
Fuel truck Product
Project

Product variant identifier A00 A01


Truck model A Product variant Truck model B

Product variant applicability

BEI A200 A100 A300 A201


Gas engine Body Transmission Diesel engine
PartNr: GE01 PartNr: DE01

A20100 A20200 A20300 A20400 A20101 A20301


Electrical
Block Carburetor Fuel pump Block Fuel pump
system

Hardware element realization

Pump1 Pump2 Pump3 Pump


Part number FP-G1 FP-G2 FP-G3 FP-D1

ICN-B6865-S3000L0017-003-01
Fig 12 Usage of BEI and applicability
The example shows two different contracted variants of the Product, in this case a fuel truck.
The main difference is the installation of different engines. For the truck variant represented by
the Product variant identifier A00, a gas engine represented by the BEI A200 is installed, for the
truck variant represented by the Product variant identifier A01, a diesel engine is installed. The
breakdown elements Body and Transmission are applicable for both truck variants. The usage
of applicability as represented in Fig 12 easily enables a complete representation of each
Product variant, also refer to Table 6.
For the representation of different variants of components/parts, applicability is realized by
hardware (or software) element realization. The three different fuel pumps which can be
installed into the gas engine are variants of the fuel pump, represented by the BE of the fuel
pump with the BEI A20300.
Note
Each BE and each BE realization by concrete hardware or software parts can be related to
the corresponding Product variant. This ensures the documentation of each Product variant
with all components which are installed. The relation to the Product variant can be
established from each indenture level of the breakdown. Physical and functional BEs can
be related as well as parts and its components down to the piece parts, if required. In a
Product breakdown, it can be sufficient (refer to Fig 12) to relate only the gas engine to the
corresponding Product variant. In this case, all items below the BE of the gas engine are
also related to the corresponding Product variant (heritage method).

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Table 6 Examples of usage of BEI and applicability from Fig 12


Product BEI PNR Name Applicability
variant ID

A00 - - Truck model A Product variant


A01 - - Truck model B Product variant
A200 GE01 Gas engine to A00
A201 DE01 Diesel engine to A01
A100 - Body to A00 and A01
A300 - Transmission to A00 and A01
A20300 - Fuel pump to A00
FP-G1, FP-G2, FP-G3 Fuel pump to A00
A20301 - Fuel pump to A01
FP-D1 Fuel pump to A01

The next example for a traditional Product breakdown also shows the principle of assigning
applicability. The breakdown is represented by traditional BEI syntax for systems, subsystem,
and equipment relationships. Applicability is realized by relationship to the Product variant
applicability object within the Product breakdown, refer to Fig 13.

Product level A
A – SP01 A – GA01 Variant: SP01 & GA01

System level A24


A24 – 0000 Electrical power, no item variants

Subsystem level A242


A242 – 0000 AC generation, no item variants

Sub-subsystem level A2421


A2421 – 0000 Integrated drive generator system,
no item variants

Equipment level Equipment level


A242101 A242101 – 000A A242101– 000B A242101
IDG from supplier 1, Applic: SP01 Applic: GA01 IDG from supplier 2,
mounted in product mounted in product
variant SP01 variant GA01

1st component level

A24210101 – 000A A24210102 A24210101 – 000B


Applic: SP01 Applic: SP01 & GA01 Applic: GA01

two variants of IDG piece part A24210101


ICN-B6865-S3000L0100-001-01
Fig 13 Usage of BEI and applicability for traditional breakdown

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It is strongly recommended that the identification of variants (both, Product/end item and its
components/parts) and the usage of applicability is clarified between contractor and customer at
the LSA GC.

3.1.6.3 Breakdown element type


In the S3000L Product breakdown philosophy there are BEs of different types. These are
represented by specializations of a BE (refer to Chap 19):

− BE realized by a hardware part or a software part


− BE realized by a zone
− BE realized by an aggregated BE (eg for the documentation of systems, subsystems, item
families)

3.1.6.4 Equipment type


Other important information which can be assigned to a BE are the aspects of replaceability and
reparability of the corresponding item. This includes discard information as well as accessibility
information. In Table 7 and Table 8, a number of general terms are introduced as a guideline to
how corresponding terminology can be used within a project. However, it is recommended that
a common understanding of typical logistic terms eg within a glossary, is agreed at the LSA GC.

Table 7 Aspect of replaceability


Terminology Description

Directly replaceable Item that is directly replaceable on the Product level (an LRU as
already described in Para 3.1.1.6 is a typical item, which is directly
replaceable).
Not directly Item that is not directly replaceable on the Product level (installed in a
replaceable superior item). The superior item must be removed before
replacement, eg the compressor of an engine can only be replaced
after engine removal (an SRU as described in Para 3.1.1.6 is a typical
item, which is not directly replaceable).
Non replaceable Item that is intrinsically tied to another and cannot be replaced
separately.

Additional to the replaceability it is necessary to know whether an equipment or a component


can be repaired or not. This aspect is summarized in the following table.

Table 8 Aspects of reparability


Terminology Description

Full repairable Item that is fully repairable.


Partial repairable Item that is partial repairable (depends on failure).
Non repairable Item that is not repairable.
(discard part)

Normally, the reparability information is related to a component/part and will be documented


against a realization (eg part). In some cases it can be an attribute of a BE, when the installation
situation prevents a repair of the installed component.
The combination of replaceability and reparability fully describe the equipment within the context
of the decision on whether an item will be replaced and/or repaired.

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3.1.7 Breakdown element identifier requirements concerning software


In general, it is possible to include SW items within a Product breakdown in the same way as
hardware items. However, software as a part of a Product breakdown need some special
attention. Refer to Para 3.2.5, Para 3.2.6 and Para 3.2.7 for examples concerning SW elements
in physical and functional Product breakdowns.

3.2 Breakdown element identifier - structure examples


The following examples show how an effective Product breakdown can be established. For this
purpose, examples from Para 3.1.2 are used and filled with the missing BEIs for each
breakdown level and for each breakdown element. Additionally, examples of how to integrate
software items are given.

3.2.1 Functional breakdown


The first example (refer to Fig 14 and Table 9) shows a functional breakdown following a simple
BEI syntax. The top level item (root) can be a Product containing a fuel system.

Fuel system
28

Fuel storage Fuel distribution Fuel injection Control & indication


28-01 28-04 28-05 28-06

Tank Fuel transport to Refueling


interconnection engine
28-04-01 28-04-02 28-04-03

Pressure Gravity
refueling refueling
28-04-03-01 28-04-03-02

ICN-B6865-S3000L0027-001-01
Fig 14 Functional breakdown, simple syntax with separators

Table 9 Listing of functional breakdown, simple syntax with separators


BEI Item name Item type

28 Fuel system Main system


28-01 Fuel storage Function
28-04 Fuel distribution Function
28-04-01 Tank interconnection Subfunction
28-04-02 Fuel transport to engine Subfunction
28-04-03 Refueling Subfunction
28-04-03-01 Pressure refueling Sub subfunction
28-04-03-02 Gravity refueling Sub subfunction
28-05 Fuel injection Function
28-06 Control & indication Function

The second example (refer to Fig 15 and Table 10) shows a functional breakdown with an
extended BEI syntax structure. The top level item (root) can be a Product containing a fuel
system (Vehicle V1). The first BE is the fuel system itself. The BEI includes information about
the Product (V1) and about the breakdown type (F=functional). In this case, the fuel system is
the first indenture level of the breakdown tree.

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Note
The Product itself can be considered as the typical “root” BE at an indenture level zero. The
next level down from the root is the first Product breakdown level.

Vehicle V1
V1

Fuel system
V1-F-28

Fuel storage Fuel distribution Fuel injection Control & indication


V1-F-28-01 V1-F-28-04 V1-F-28-05 V1-F-28-06

Tank Fuel transport to Refueling


interconnection engine
V1-F-28-04-01 V1-F-28-04-02 V1-F-28-04-03

Pressure Gravity
refueling refueling
V1-F-28-04-03-01 V1-F-28-04-03-02

ICN-B6865-S3000L0028-001-01
Fig 15 Functional breakdown, extended syntax with separators

Table 10 Listing of functional breakdown, extended syntax with separators


BEI Item name Item type

V1 Vehicle V1 Product
V1-F-28 Fuel system Main system
V1-F-28-01 Fuel storage Function
V1-F-28-04 Fuel distribution Function
V1-F-28-04-01 Tank interconnection Subfunction
V1-F-28-04-02 Fuel transport to engine Subfunction
V1-F-28-04-03 Refueling Subfunction
V1-F-28-04-03-01 Pressure refueling Sub subfunction
V1-F-28-04-03-02 Gravity refueling Sub subfunction
V1-F-28-05 Fuel injection Function
V1-F-28-06 Control & indication Function

3.2.2 Mixture of functional and physical breakdown


The next example (refer to Fig 16 and Table 11) shows a typical mixture of functional and
physical breakdown. Within this breakdown, starting from the root level, the first breakdown
levels are used for functional/system information. From a certain depth of breakdown
downwards you will find real physical equipment which are realized by concrete parts. The
functional information will be fixed inside the breakdown. This means that a functional system
can be identified by the first breakdown level of the BEI, a functional subsystem can be
identified by the second breakdown level and so on. Within complex Products, systems can be
of different size. For that reason normally an indenture level where functional breakdown ends
and physical breakdown starts cannot be fixed. It is recommended to use existing numbering
systems (eg S1000D SNS) for an adequate structuring of the Product under analysis.

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Product

Fuel system
A1-28

Fuel distribution Fuel storage Fuel injection Control & indication


A1-28-01 A1-28-04 A1-28-05 A1-28-06

Internal storage Auxiliary storage


tanks tanks
A1-28-04-01 A1-28-04-02

Tank 01, front left Tank 02, front right Tank 03, rear
A1-28-04-01-01 A1-28-04-01-02 A1-28-04-01-03

Rubber tank Cover tank Drain valve Blanking plug


A1-28-04-01-03-01 A1-28-04-01-03-02 A1-28-04-01-03-03 A1-28-04-01-03-04

ICN-B6865-S3000L0029-002-01
Fig 16 Mixed breakdown, extended syntax with separators

Table 11 Listing of mixed breakdown, extended syntax with separators


BEI Item name Item type

A1 Aircraft A1 Product
A1-28 Fuel system Main system
A1-28-01 Fuel distribution Function/subsystem
A1-28-04 Fuel storage Function/subsystem
A1-28-04-01 Internal storage tanks Subfunction/assembly
……..
A1-28-04-01-03 Tank 03 rear Equipment
A1-28-04-01-03-01 Rubber tank Component/part
A1-28-04-01-03-02 Cover tank Component /part
A1-28-04-01-03-03 Drain valve Component /part
A1-28-04-01-03-04 Blanking plug Component /part
…….
A1-28-04-02 Auxiliary storage tanks Subfunction/assembly
A1-28-05 Fuel injection Function/subsystem
A1-28-06 Control & indication Function/subsystem

As shown in Fig 16, sometimes the border between a functional BE and a physical BE is fluid.
For example the BE A1-28-04-01 representing the internal storage tanks can be a functional
BE, covering the function internal fuel storage, or can be an assembly of physical components,
in this case, the three internal tanks.

3.2.3 Separation of physical and functional breakdown with cross referencing (hardware only)
The example in Fig 17 shows the usage of totally separate breakdown trees for both functional
and physical breakdowns. The problem of finding an effective connection between these two
areas is solved within an LSA database by the means of appropriate cross reference tables.

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functional breakdown physical breakdown


Cross reference
Product between Product
functional
Fuel system and physical
A1-F-28 breakdown

Fuel storage Tank 01 Auxiliary 01


A1-F-28-04 FT002-791 FT102-591-A
Tank 02 Auxiliary 02
FT002-791 FT102-591-A
Internal Auxiliary
Tank 03
storage storage
FT002-791
A1-F-28-04-01 A1-F-28-04-02

Rubber tank
AFT-009-G-21
Cover tank
G0135991
Blanking plug
G05H32110
Drain valve
VG7-1206

ICN-B6865-S3000L0030-002-01
Fig 17 Parallel usage of functional and physical breakdown
The cross referencing between separate breakdowns is realized by an m:n relationship
structure. On the one hand, one function can be connected to many (m) BEs from physical
breakdown, on the other hand one BE can be connected to more than one (n) BEs from
functional breakdown. This kind of relation is called an m:n relationship between functional and
physical BEs. Refer to Fig 18.
functional breakdown cross reference physical breakdown

A1 A1-F-28-04-01 FT002-791 A1
Product Product
A1-F-28-04-01 AFT-009-G-21
A1-F-28 FT002-791
A1-F-28-04-01 G0135991
Fuel system Tank 01
A1-F-28-04-01 G05H32110
A1-F-28-04 AFT-009-G-21
Fuel storage A1-F-28-04-01 VG7-1206 Rubber tank
A1-F-28-04-01 A1-F-28-04-01 FT002-791 G0135991
Internal storage Cover tank
A1-F-28-04-01 … ……
A1-F-28-04-02 A1-F-28-04-01 FT002-791 G05H32110
Auxiliary storage Blanking plug
A1-F-28-04-01 … ……
……. VG7-1206
A1-F-28-04-02 FT102-591-A Drain valve
A1-F-28-04-02 … …… FT002-791
A1-F-28-04-02 FT102-591-A Tank 02 …

A1-F-28-04-02 … …… FT002-791
Tank 03 …
FT102-591-A
Which function is Auxiliary 01 …
realized by which
FT102-591-A
hardware
Auxiliary 02 …

ICN-B6865-S3000L0031-003-01
Fig 18 Cross referencing between functional and physical breakdown

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3.2.4 Physical breakdown with explicit parent-child relationship


Another philosophy of breakdown is the usage of a parent-child methodology (refer to Fig 19
and Table 12). In this case, the hardware is organized in a hierarchical way concerning the
installation of the equipment or components in the corresponding parent breakdown element.
This type of breakdown is used, for example, in PDM systems. Additional information in form of
a BEI can also be given. The functional entity (as given in the examples before by using the "28"
from an SNS for fuel system) is not automatically given in this type of breakdown methodology.

Product

Fuel tank Fuel tank Fuel tank Auxiliary tank Auxiliary tank
FT002-791 FT002-791 FT002-791 FT102-591-A FT102-591-A

Rubber tank Cover tank Drain valve Blanking plug


ATF-009-G-21 G0135991 VG7-1206 G05H32110

Filter
H63433-A

O-Ring O-Ring
1205664 1205667

ICN-B6865-S3000L0032-001-01
Fig 19 Breakdown with parent-child methodology
In this type of breakdown the BE key information can be given, for example by a part number
which identifies the BE. It does not contain any information concerning the functional entity. The
interrelation between the BEs is not implicitly defined by the key data element part number.
Using this type of breakdown methodology requires the information about the next higher BE
and quantity information as shown in

Table 12 Listing of breakdown with parent-child methodology


Item number Item name Item type Next higher item Quantity

V1 Vehicle V1 Product - -
FT002-791 Fuel tank Assembly V1 3
FT102-591-A Auxiliary tank Assembly V1 2
ATF-009-G-21 Rubber tank Component FT002-791 1
G0135991 Cover tank Component FT002-791 1
VG7-1206 Drain valve Component FT002-791 1
G05H32110 Blanking plug Component FT002-791 1
H63433-A Filter Component VG7-1206 1
1205664 O-Ring Component H63433-A 1
1205667 O-Ring Component H63433-A 1

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Within an explicit breakdown, it is also possible to document multiple installations of


components. If there is a need to be explicit about each installation location, each installation
location must be documented as a separate BE with quantity 1.

3.2.5 Integration of software as part of a single physical hardware item


A software package can be assigned directly to a hardware. The assignment of a BEI for the
software package can be done directly below the hardware according to the established
breakdown coding rules. The coding rules can include specific digits to identify the BE as
software. In Breakdown example 1 of Fig 20, the BEI of the Navigation radar and of the
Navigation SW package embedded in the Navigation radar cannot be separated only based on
BEI information. By implicit relation with a BEI syntax, the Navigation SW package can be
assigned uniquely to the Navigation radar as the carrier of the software.

Breakdown example 1 Breakdown example 2 (with software BEI)

Product Product

Navigation system Navigation system


V1-43 V1-43

Radar Radar
V1-43-01 V1-43-01

Weather radar Navigation radar Weather radar Navigation radar


V1-43-01-01 V1-43-01-02 V1-43-01-01 V1-43-01-02

Embedded Navigation SW Embedded Navigation SW


software V1-43-01-02-91 software V1SW-43-01-02-91

ICN-B6865-S3000L0033-002-01
Fig 20 Assigning of software BEI in a physical breakdown
In breakdown example 2 of Fig 20, the same breakdown is shown, but with a specific software
BEI. It is marked using the two digits "SW" within the BEI. The other breakdown levels are not
affected, and the assignment of the SW package as a part of the Navigation radar is unique,
too.
Note
Normally, hardware or software parts are related to the BEs. This also identifies BEs being
a software or hardware element of the Product breakdown. In this case, a specific coding of
BEI is not required.

3.2.6 Integration of software as part of more than one physical hardware item
If the installation or loading of SW distributes a software package to more than one physical
device in the hardware breakdown, a unique assignment of SW to hardware is not possible. An
alternative method to assign the SW can be to shift the SW component to a higher breakdown
level. Refer to Fig 21.

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Breakdown with software BEI next higher level

Product Product

Navigation system Navigation system


V1-43 V1-43

Radar Radar
V1-43-01 V1-43-01

Weather radar Navigation radar Weather radar Navigation


Navigation SW
V1-43-01-01 V1-43-01-02 V1-43-01-01 radar
V1-43-01-92
V1-43-01-02

Navigation SW (loadable software)


V1-43-01-02-92 Cross referencing to the real „software carrier“

ICN-B6865-S3000L0034-002-01
Fig 21 Distributed software in a physical breakdown
The loadable radar SW can be loaded in one procedure to two different equipment. The SW
cannot be divided up physically into two parts, because it is delivered and installed as one
single object. The dividing is done by the loading procedure, a unique assignment is not
possible.
In this case, it is possible to address the SW component one level higher to the BEI of the
complete radar system. To avoid the loss of information, to which components the SW really
belongs, it is necessary to establish a cross reference assigning the BEI of the SW package to
both the Navigation radar and to the Weather radar.

3.2.7 Integration of software in a functional breakdown


In a functional structure, SW items are elements of the functional system or breakdown element
within which they operate. In allocating a BEI, it is necessary to consider the supportability
characteristics of the SW items. Items with particular support requirements are allocated to their
own BEI. For example, the BEI scheme must distinguish between SW that is loadable and SW
that is embedded. It can also be necessary to distinguish between SW that has been provided
by the prime contractor or SW items that are safety or security significant. During the early
stages of a project these supportability issues are often not fully considered. The development
of a functional BEI allocation scheme can be an iterative process.
In order to develop a functional BEI structure in which SW items are logically grouped at an
appropriate level of indenture, and in which the differing support requirements of all software
items are exposed, items will often be included at indenture levels against which only limited
amounts of information needs to be stored. In the example of Fig 22, little LSA data will be
stored in respect to items Fourier and Signature. The full range of LSA information will be
recorded against the items at the lowest indenture level. In such case, SW is represented by the
items on which the software maintenance activities are carried out, also refer to Chap 13.

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Product

Defensive system
V1-06

Identification
V1-06-01

Signiture Alert Fourier


V1-06-01-01 V1-06-01-02 V1-06-01-03

Signiture Signiture Signiture Fourier 01 Fourier 02


Package 01 Package 02 Package 03
V1-06-01-01-A V1-06-01-01-B V1-06-01-01-C V1-06-01-03-A V1-06-01-03-B

ICN-B6865-S3000L0035-001-01
Fig 22 Functional BEI structure concerning SW
It is necessary to maintain both functional and physical views of SW items throughout the life of
the parent Product. It can be important to establish links between software items in the
functional domain and the associated executable SW package in the physical domain. This can
be achieved by the same method of cross mapping the physical hardware items to functional
Product breakdown.
The requirements concerning the assignment of SW BEI in a pure functional breakdown are the
same as in physical breakdowns. If there are functions that are realized by exactly one definite
SW package, the unique assignment can be possible. If more than one function is realized by
the loading of an SW package, the need for a higher level assignment is the same as for a
physical breakdown.
An additional question concerning SW is when to use a functional breakdown and when to use
a physical breakdown. In many cases, SW can be assigned within a physical breakdown on a
subsystem or system level (this can be an additional argument to use a mixed breakdown
methodology, physical and functional). However, for SW modification purposes, a functional
breakdown within a separated SSA database can be preferred. Normally, a mixed breakdown
structure including the higher breakdown hierarchies on system/subsystem level as a kind of
functional framework is not sufficient for a real functional breakdown.

4 Configuration changes in LSA


4.1 Evaluation of the impact of configuration changes
For proper CM, it is necessary to correctly evaluate all impacts that changes can introduce into
LSA. The changes can have an impact on configuration items, on the documentation, or on the
support system. In order to control the impact of changes on operating and support issues, the
following will be taken into account:

− The effect of the change on the LSA disciplines


− The consequential effects of the change on support elements, (eg spares, test equipment)
− Interchangeability/compatibility of all post- and pre-change items
− If the change has applicability, this will be indicated in the change documentation
LSA and the other ILS disciplines must analyze the impact of the change to identify the
necessary activities to be implemented.

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Because LSA is the trigger for the ILS disciplines, it also has a coordinating role as focal point of
ILS at the program modification committee and to coordinate the jobs between different
disciplines. This is necessary to ensure that any approved change is reflected in ILS.

4.2 Sources/drivers for configuration changes


LSA involvement on CM process is required because there are changes to the baseline
configuration of a Product. These changes can be internal changes (eg improvement of the
support analysis) or external changes (eg design changes, supplier changes).
Potential drivers/sources for configuration changes can be:

− Requirements from the customer


− Changes from the design office
− Manufacturing deviation from design (concessions)
− Supplier changes
− Customer orders for change (in-service changes)
Since specific drivers are linked to specific sources, the management of the relevant sources is
required for CM. Specific changes normally will follow defined processes and will require
corresponding activities. LSA has to be involved in the change processes to identify LSA
activities as result of changes to ensure a correct LSA configuration for the Product. The most
important business cases are outlined below.

4.2.1 Customer requirements for change


In some cases, the customer requires changes to a Product. The process to be followed is:

− Reception of Customer Originated Change (COC) proposal


− COC management

• Analysis of impact with cost implications. The request for change from the customer
must be analyzed to determine the impact of the change proposal and the cost to
implement the change.
• Change committee actions. The change can be submitted to the modification
committee for approval or rejection.
• Decision and Resolution notification. The decision on the change proposal must be
communicated to the customer.
− COC design validation

• Requirement for design office to make an analysis. The change proposal is taken to
the design office for analysis.
• Design change proposal associated. When the design office decides to create a design
modification, a link between the customer change proposal and the design change
must be established and recorded for traceability purposes.
• Design office documentation collection. The design office prepares the documentation
that needs to be collected in order to make the final change proposal derivate from the
customer requirement.

4.2.2 Design change proposals


The design office can propose changes to the configuration for several reasons. Depending on
their origin, changes can be justified in three groups:

− Mandatory changes (safety): This type of change is unavoidable because the safety of the
Product is involved. The consequences of not implementing these changes can lead to
catastrophic situations in the operation of the Product.
− Improvement changes: Change proposal that improves the functionality or supportability of
the Product.

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− Version definition changes. A change introduced to create new customer versions, in


accordance with the customer contractual requirements.
In order to maintain the traceability of changes, it is necessary to consider certain aspects
related to these changes and the subsequent actions that are required, such as:

− Change applicability. Provides the applicability of the change in terms of the Product.
− Design configuration concepts. In general terms the design office uses the concept of
configuration item for a functional item. A functional item is a requirement to comply with a
specific function of the Product. Since there is not just one way of doing this, it is possible to
have different Design Solutions (DS) for the same function. Therefore, there are several
DSs associated to one configuration item. A DS can be equipment, a set of equipment, or
an assembly of different items that together provide functionality.
The design changes:

• Create configuration items


• Modify configuration items, creating, modifying or deleting new DSs associated to the
configuration item
− Drawing and mock-up changes. In some cases, the change does not introduce a new
CI/DS, but changes the position of the items (mock-up changes). These changes can also
affect the support items (such as maintenance task).
− Changes to design specification and systems descriptions. The functional description of the
Product is included in design specifications. Therefore, changes to the configuration of the
Product imply change to its functionality, so the design specifications are affected by the
design changes. Because design specifications are used in LSA for systems, LSA is
impacted by these changes.
− Design change status. In order to authorize/implement a design change, an approval
process is to be followed. It is important from the LSA point of view to know this status and
to act accordingly. As LSA is an integral part of the entire process, the global status of the
change must take into account the LSA status. Therefore, the LSA provides feedback to the
program change management.

4.2.3 Manufacturing deviation from design (concessions)


Where current approved configuration documentation is correct and manufacturing errors occur,
a form for "deviations and waivers" is completed by manufacturing, either to enable the item to
be accepted, or for some kind of repair to be made in order to make the item conform to the
drawing or standards, rather than be rejected. It is recommended not to use deviations and
waivers to avoid processes required by the life cycle. If non-applicable documents and
evaluations are required, these must be tailored and agreed upon prior to contract award.

− Requirements for deviation

Prior to the manufacture of an item, if it is considered necessary to temporarily depart from


mandatory requirements of a specification or drawings, for a specific number of units or a
specified period of time, the customer can authorize a request from the contractor. Items
must not be delivered incorporating a known departure from documentation unless a
request for deviation has been approved.

− Requirements for waiver

Supplies or services, which do not conform in all respects to the contractual requirements,
shall normally be rejected. An item, which through error during manufacture does not
conform to the specified configuration documentation, shall not be delivered to the
customer unless a waiver has been processed and granted.

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4.2.4 Supplier changes


Any change in the equipment provided by any supplier affects the configuration of the Product.
The supplier change affects the equipment or the support items applicable to the supplier
equipment.

4.2.5 In-service changes (service bulletins)


When a modification must be incorporated once the Product is operating, normally it is
introduced through a Service Bulletin (SB).
A SB is a technical document that describes the modification and how it is to be implemented. It
has an associated applicability, and once the SB is approved, it can be treated as a design
modification.
The difference between a design modification and an SB is that the contractor does not always
have information about the implementation of the SB by the customer. Therefore, the
applicability of the SB cannot be considered as a true applicability.

4.3 Traceability between the source of changes and consequential LSA


changes
The traceability between sources changes and LSA changes is achieved by:

− Change proposal criterion traceability

The change traceability is guaranteed by using as a criterion (trigger) for change the same
code that comes from the design office, or another source, as a change proposal. If this is
not the case, it is necessary to maintain a record to relate the criterion used to authorize the
changes to LSA/ILS with the original changes.

− Design configuration items versus LSA configuration Items

Since the design office can use different codes for design configuration than the ones used
in LSA configuration, it is necessary to establish a link between the two ways of identifying
an item of the configuration generating the necessary rules to guarantee traceability
between design configuration and LSA configuration, refer to Para 2.1.

4.4 Processing of configuration changes during the LSA process


4.4.1 General aspects
Once it is decided that a change proposal has an effect on LSA and becomes a criterion
(trigger), it is necessary to initiate consequential activities in order to ensure that:

− The impact on LSA is properly identified


− The different jobs to implement the necessary changes are identified, assigned planned in
time and the necessary resources to implement the change are identified
− The status of the jobs performed by LSA can be known and feedback to the entire
configuration management process at the program level about the status of the change
implementation is guaranteed
− Any change proposal identified as non-affecting to LSA needs to be recorded with attached
justification. This is required to ensure that the entire change proposal has been analyzed,
which guarantees the traceability of changes.

4.4.2 LSA compilation by change


Compilation by change means that any data compiled has to be done in accordance with a
change code that authorizes it and also that change is considered as the driver for the
compilation. There are some basic reasons to compile by change:

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− To ensure the traceability of changes produced in design, manufacturing engineering,


supplier, or change requirements from the customer. This identifies the real impact of the
approved changes.
− To have the authority of any piece of support system changed. This allows the justification
of any change.
− To identify the applicability of the items (to be discussed if the part dedicated to an
applicability).
The basic way to do it is to identify the impact of any change in any item of the operational
and/or support systems. Identification of the item affected by the change and the type of
affectation is recorded for quality assurance purposes. Potential types of affectation are listed in
Table 13:

Table 13 Types of affectation


Type of Description
affectation

New item The change creates a new item or extends the applicability of one existing
item. The item is new for the range of operational system Products indicated by
the applicability of the
Deleted item Most of the time it is not a real deletion, it is only a way to say that the existing
item is not any more applicable to the Products covered in the range indicated
by the change applicability. This information is very important for getting the
configuration item applicability.
Modified item Used when only traceability function is required for the change, and non-
applicability impact is declared. For example a task is changed by a criterion
but the task is still applicable to the same range of MSN that was previously to
the application of the criterion. What is affected and has different applicability
are the components of the task (eg, spares, step description)

The LSA operational system configuration is linked to the design configuration of the operational
system through approved design modifications that have impact in ILS/LSA. This modification
must be recorded and associated to the breakdown revision identifier, specifying whether to
create a new breakdown element, deleting existing ones (eg in the way of restricting
applicability of the breakdown element) or just extending the range of applicability.
Maintaining the relation between the breakdown element revision, hardware element realization
and Product variant realization applicability and the original design configuration identification
provides the means to guarantee the traceability of the LSA configuration. It also provides help
to identify BEIs potential affected by new design changes.

4.4.3 Extended applicability management

4.4.3.1 General
The configuration of a Product is not unique and every Product can have different components.
Therefore it is required to know the configuration of every Product or, the other way around, for
every item of the configuration the Products where it is assembled. This is provided by means of
an applicability management.

4.4.3.2 Manufactured serial number and fleet serial number concepts


From the customer point of view, operation or service are the targets for a system. In the end,
the operation is complied by a single Product. A Manufactured Serial Number (MSN) identifies
this single Product. It is a unique number to identify the Product. It is mandatory that every

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Product has an MSN. Therefore, the range of MSN where it is mounted mainly identifies the
applicability of an item. Refer to Fig 23.

0001

0002

0003

0004

0005

0006

0007

0008

0009

The component is installed on aircrafts: 0001, 0003, 0004, 0005, 0007, 0009
Its applicability is: 0001, 0003-0005, 0007, 0009
ICN-B6865-S3000L0087-001-01
Fig 23 MSN usage example
The Fleet Serial Number (FSN) is another possibility. The concept of fleet is based in the
combination of two concepts: customer and version. Version is a set of Products with basically
the same configuration because they are thought to comply with the same type of missions or
with the same operational characteristics. Minor differences can occur between the Products
belonging to a version due mainly to evolutions or improvements. The conjunction of a Product
for a customer is defined as the fleet. A Product is identified by customer + version + serial
number inside version. Refer to Fig 24.
Fleet: IB01 Fleet: GAF01

001 002 n… 001 002 n…

Fleet: RAAF01

001 002 003 004 005 n…

Customer version: RAAF01


Version rank: 005
ICN-B6865-S3000L0097-002-01
Fig 24 Fleet example
There must be a correspondence between MSN and FSN. Refer to Fig 25.

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MSN Standard Customer version Version rank


0001 ST1 IBF01 001
0002 ST1 GAF01 001
0003 ST1 IBF01 002
0004 ST1 IBF01 003
installed in
0005 ST1 GAF01 002
0006 ST1 GAF01 003
0007 ST1 RAAF01 001
0008 ST1 RAAF01 002
0009 ST1 RAAF01 003
….. ….. ….. …..

ICN-B6865-S3000L0098-003-01
Fig 25 FSN (fleet) versus MSN
S2000M defines the applicability by fleet numbering, providing the service (code to identify the
customer) version (eg single seat aircraft, twin seat aircraft) and serial number inside the
version.
Due to the planning for manufacturing, normally the numbering for MSN and FSN are not
coincident. The first MSN is for one customer then the second MSN is for other customer and
so on.

4.4.3.3 Effectivity of change/criterion


A change proposal can be applicable to all Products or can be limited to one or more range of
Products. This range is defined by two figures:

− MSN from

Identify the first MSN where the change is applicable. This item is included.

− MSN to

Identify the last MSN where the change is applicable. This item is also considered included.
Other possibility of expressing the applicability of change/criterion is providing the version and
then the range inside the version. It is possible that a change/criterion apply to more than one
version/range.
4.4.3.3.1 Example: Design criteria applicability to LSA applicability
In the traceability management process it has been described how to indicate the affectation a
criterion has to a configured item. The following example shows how to convert this into
applicability ranges for an item.

− First step: The first criterion called criterion 1 is defined having the applicability by MSN
from 0001 to 9999.
− It is used to create a new BER of A212101 and for a new hardware element realization of
P/N1. Criterion 1 makes applicable ("in") the range of serial numbers.
− For that affectation BER of A212101 has an applicability from 0001 to 9999.
− A new criterion with an applicability 0020-9999 creates a variant for the existing BER with a
new hardware element realization of P/N2 and the same Product variant with a new block
of serialized items.
− As a result of it :

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• breakdown element revision of A212101 and hardware element realization of P/N1 is


only applicable from 0001 to 0019
• breakdown element revision of A212101 and hardware element realization of P/N2 is
only applicable from 0020 to 9999
4.4.3.3.2 Example: Design criteria applicability to IP/IPD configuration item (CSN/ISN) applicability
An example of applicability calculation for IP/IPD items based on CSN and ISN is given in
Fig 26.

Authoring Tool
criteria: MOD-1
CSN ISN Impact Criteria, CSN, ISN,
impact (in/out)
005 00A Out Pre MOD (out)
005 05A In Post MOD (in)

CSN + ISN + applicability


Applicability calculation
criteria: MOD-1 005 00A 0001-0009
criteria applicability: 0010-9999 005 05A 0010-9999

ICN-B6865-S3000L0099-001-01
Fig 26 Applicability calculation

4.4.3.4 MSN versus FSN applicability management


MSN or FSN are used when the Product or element with a change in its configuration does not
change its P/N. In this case the MSN or FSN is used to distinguish between the different
configured end Items. For example where the P/N of the aircraft is not changed, the MSN or
FSN is required to identify the different aircraft manufactured. In the case of an equipment
where the configuration of the equipment is changed, the P/N of the equipment is also changed.
Then the UOC is used to identify the applicability of the component of every equipment
identified by different P/N.
MSN applicability is oriented to the manufacturing. It is a number that does not change during
its life. Normally the applicability in design is given by this way so criteria coming from design
will usually have this type of applicability.
For FSN applicability, it is recommended that the rules and definition of S2000M are used. It is
recommended that the use this type of applicability is utilized because it is easy to customize
the information that is to be delivered.

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Chapter 5

Influence on design

Table of contents Page


Influence on design ........................................................................................................................ 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 3
2 Design considerations ..................................................................................................... 3
2.1 Availability ........................................................................................................................ 4
2.2 Reliability ......................................................................................................................... 5
2.3 Maintainability .................................................................................................................. 5
2.4 Testability......................................................................................................................... 5
2.5 Prognostics ...................................................................................................................... 6
2.6 Standardization ................................................................................................................ 6
2.7 Interchangeability............................................................................................................. 7
2.8 Environmental considerations ......................................................................................... 7
2.9 Human factors/ergonomics.............................................................................................. 7
2.10 Obsolescence .................................................................................................................. 7
2.11 Supportability ................................................................................................................... 7
2.12 Cost effectiveness ........................................................................................................... 8
2.13 Software design ............................................................................................................... 8
3 Development programs ................................................................................................... 8
3.1 Strategy for LSA influence on design .............................................................................. 8
3.2 Design influence on development programs ................................................................... 9
3.3 Supplier design ................................................................................................................ 9
3.4 Critical/milestone design reviews .................................................................................... 9
4 Checklists ...................................................................................................................... 10
4.1 Selection of parts/equipment ......................................................................................... 10
4.2 Reliability ....................................................................................................................... 10
4.3 Maintainability ................................................................................................................ 11
4.4 Testability....................................................................................................................... 11
4.5 Prognostics .................................................................................................................... 11
4.6 Standardization .............................................................................................................. 11
4.7 Interchangeability........................................................................................................... 11
4.8 Environment................................................................................................................... 12
4.9 Human factors/ergonomics/accessibility ....................................................................... 12
4.10 Obsolescence ................................................................................................................ 12

List of tables
1 References ...................................................................................................................... 2

List of figures
1 Opportunity to influence design and support cost during Product lifetime ...................... 3
2 Breakdown of availability as an approach to structure design influence ......................... 5
3 Effectiveness - balancing availability and LCC ................................................................ 8

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References
Table 1 References
Chap No./Document No. Title

Chap 7 Results of FMEA/FMECA in LSA


Chap 8 Damage and special event analysis
Chap 13 Software support analysis
Chap 17 Disposal

1 General
1.1 Introduction
This chapter covers the subject of LSA parameters influencing the design of the Product.
Influence on design is one of the main goals of staff involved in supportability engineering and in
the LSA process. For staff involved in design (software or hardware), influence on design is
important in order to interact between the Product design program and LSA program.

1.2 Objective
The broad objectives of LSA are to influence design, create the most effective support concept,
and define logistic support resource requirements. In this chapter, the focus is put primarily on
the influence of the Product design. However, it is not possible to isolate it from the iterative
work needed for an effective support solution or from requirements on logistic support
resources.
General objectives for the Product must be translated into more specific requirements for an
individual project. The key to a productive and cost effective LSA is the concentration of
available resources on activities which most benefit the program. Such concentration might be
called the analysis strategy. When deciding on an analysis strategy, it is necessary to consider
the type and scope of the development project. The possibilities of influence can also vary due
to previous design decisions and the life cycle status.
The opportunity for influencing design in order to fulfill LSA requirements and reduce LCC is at
its highest in the beginning of a project, during the conceptual phases (refer to Fig 1). Early
design influence can reduce or eliminate the need for later design changes (need for redesign)
in order to make the Product fit for operation and support. LSA requirements are considered
useful for designing a new Product with regards to total system availability and cost
effectiveness. The purpose is to influence the design with LSA requirements in a manner similar
to how the design of the support system is influenced by the primary Product design and
requirements. This is done in a structured way within a project through reviews and baselines.

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ICN-B6865-S3000L0077-001-01
Fig 1 Opportunity to influence design and support cost during Product lifetime
Integrated design teams enable requirement and Product design to benefit both the Product and
the customer. LSA is considered to be an integral part of systems engineering.
The logistics footprint, the physical size and distribution of the support resources of the
supporting logistics system is influenced by the Product design and a structured iterative
interactive closed loop is necessary between design disciplines and LSA disciplines.

1.3 Scope
The scope of this chapter is to describe:

− design parameters to be influenced by LSA and vice versa


− how to make a strategy for LSA influencing design
− the perspectives of supplier and vendors
− reviews of milestones, critical or not
− the benefits of LSA influencing the design
The approach to influence the design with the parameters of availability is applicable on
systems and subsystems within the Product as well as the support systems design and
development.

2 Design considerations
Many considerations are possible upon design, which can be used to influence the design of a
system/subsystem or equipment with regards to make the complete Product more efficient and
cost effective. Such considerations are:

− Availability
− Reliability
− Maintainability
− Testability
− Prognostics
− Standardization

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− Interchangeability
− Environmental considerations
− Human factors/ergonomics
− Obsolescence
− Supportability
− Cost effectiveness

2.1 Availability
Availability is the measure of the degree to which an item is in an operable and ready-for-use
state at the start of a mission or operation, when the mission or operation is called for at an
unknown time. This is sometimes called operational readiness.
Reliability, maintainability and supportability all contribute to the availability of the Product (refer
to Fig 2).
The inherent availability of a system is driven by the reliability and maintainability of the
Product. It is described as the probability that a system, when used under stated conditions in
an ideal support environment (eg no lack of support resources) will operate sufficiently at any
point in time. It excludes preventive maintenance, delay times and is expressed as:

MTBF
Ai =
MTBF + MTTR
Where

− Ai is the inherent availability


− MTBF is the mean time between failure
− MTTR is the mean time to repair
The achieved availability is similar to inherent availability with the exception that preventive
maintenance is included. It is expresses as

MTBM
Aa =
MTBM + M
Where

− Aa is the achieved availability


− MTBM is the mean time between maintenance
− M is the mean active maintenance action time
Operational availability is achieved through the combination of the Product and its support
system. It is described as the probability that a system, when used under stated conditions in an
actual support environment, will operate sufficiently when called for. It is expresses as:

MTBM
Ao =
MTBM + MDT
Where

− Ao is the operational availability


− MTBM is the mean time between maintenance

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− MTD is the mean maintenance down time 1

Here is a most important point - the availability of the Product, is effectively gained by putting
requirements on both the Product and the support system, and is achieved by the combination
of the two through maintenance actions.

ICN-B6865-S3000L0078-001-01
Fig 2 Breakdown of availability as an approach to structure design influence

2.2 Reliability
Reliability is a prime driver of support resources. It relates to the duration or probability of
failure-free performance of a Product under stated conditions, or the probability that an item can
perform its intended function for a specified interval under stated conditions.
Products with high reliability are usually cost effective. In case of unavoidable low reliability, the
design of the Product must support a compensation by realizing easy failure location and easy
performance of maintenance activities. To maintain availability, it is to some extent possible to
compensate low reliability with increased maintainability and supportability.

2.3 Maintainability
Maintainability is the measure of the ability of an item to be retained in or restored to a specified
condition, when maintenance is performed by personnel having specified skill levels, using
prescribed procedures and resources, at each prescribed level of maintenance and repair.
Characteristics of maintainability are, for example, the duration to replace or repair an
equipment in order to restore or maintain its functionality, the amount and complexity of support
resources that are required and the required skill levels of the personnel performing the
activities.
Product design can be sensible or be able to withstand the environment in different degrees.
For example the design can be specific to withstand an operational and maintenance
environment in airports/airbases, loading/unloading with support equipment or to withstand
sandstorms, hail and salt laden environments. For possible inputs to consider, refer to Chap 8.
For maintainability aspects for software, such as software loading, refer to Chap 13.

2.4 Testability
Testability is a design characteristic which allows the status (operable, inoperable, or degraded)
of an item and the location of any faults/failures within the item to be confidently determined in a
timely fashion.

1Availability definitions after Benjamin S Blanchard, Logistics Engineering


and Management, 6th edition, Prentice-Hall, Inc., Englewood Cliffs, New
Jersey 07632

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A design solution to fulfill testability requirements can be achieved by a test system integrated
into the Product, or by a test system as a part of the support resources requiring an interface to
the Product in order to locate failures. Carefully designed test systems reduce the effort needed
to locate and correct failures/faults and can also be used to verify full system functionality.
Redesign driven by testability requirements is a highly complex activity. Milestones in the design
program must be added to allow for necessary iterations. For more information about
FMEA/FMECA results which drive testability requirements, refer to Chap 7.

2.5 Prognostics
Product parameters and data can be used in models to predict maintenance need or repair. The
functionality of maintenance or repair prognosis can either be part of the Product or the support
system.
The benefits of prognostics are increased means of knowing a Product’ “health” status and,
based on that knowledge, avoid critical failures and plan for activities to maintain system
functionality.
In a system that does not have a means of prognostics, preventive maintenance is used to
prolong the system lifetime and system safety and is balanced against the corrective
maintenance actions and resources.

2.6 Standardization
It is usually cost effective to use standard equipment instead of equipment which is specially
designed. Development/design cost and time is reduced when using an existing part or system
that fulfils the requirements.
Utilization of existing logistic support resources, which fulfill the requirements, can also be
possible when using standardized equipment and reduce the need for investments in design
and acquisition of support systems resources. Design decisions that lead to the need of
specially developed SE must be considered carefully since such equipment drives cost.
Other positive effects are an increase of Product/system maturity and knowledge and an
increase of mobility of the operational unit.
Factors that support the potential benefits are the following:

− Use of existing items avoids the development costs that would be incurred to develop new
support resources
− Cost to develop new training programs can be avoided
− Commonality of support resources can increase the availability on support resources and
reduce the logistics footprint
− Use of standardized items reduces the development time required to determine support
resource requirements
− Personnel proficiency in using support and test equipment can be increased through an
increase in frequency of use of the same item, rather than having to learn how to use
different items
Standardization includes the requirement of interchangeability.
Software design can also be influenced by standardization requirements concerning for
example programming languages, information structures or software and information carrying
media.
To achieve the benefits, requirements on standardization must be established prior to initiation
of the design effort so that the cost of designing or redesigning to meet requirements can be
minimized.

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2.7 Interchangeability
A Product design is recommended, which enables interchangeability of equipment, components
and parts within or between Products, where applicable. The purpose is to increase flexibility of
usage of the equipment and a reduction of spare stock levels.
To achieve the benefits, requirements on interchangeability must be established prior to
initiation of the design effort so that the cost of designing or redesigning to meet requirements
can be minimized.

2.8 Environmental considerations


Known operational environment and maintenance environment information can influence the
choices of equipment and design solutions. Temperatures, humidity, sandy and salty
environments, are examples of parameters that influence operation and maintenance.
It is also of interest to ensure that the Product fulfils requirements in-between operation during
transportation, assembly and disassembly and storage. Taking these considerations into
account increases the robustness of the Product.
Chemicals/materials needed for maintenance, operation and disposal from an environmental
perspective are also important. The implications of including hazardous materials, hazardous
waste, and environmental pollutants have an impact on the Life Cycle Cost (LCC) as well as the
safety of personnel in contact with the Product. For more information and depth on this subject,
refer to Chap 17.

2.9 Human factors/ergonomics


Requirements on the Product for human factors and ergonomics must be identified. Product
design must consider accessibility for operators and technicians. Activities during operation and
maintenance with humans in the loop must be considered, too. Handling qualities, for example,
parameters such as weight and size are relevant drivers for support resources in order to
physically be able to perform activities.
Design tools can be used to analyze virtually or by other means the accessibility for human and
the disassembly and assembly activities.
Chemicals/materials as part of the Product or needed for maintenance, operation and disposal
are important from a human factors perspective, too. The implications of including hazardous
materials and environmental pollutants have an impact on the safety of the personnel and the
need for support resources.
Product interface requirements such as access panels for technicians or maintenance
personnel and operator stations requirements are a joint interest for LSA and design.

2.10 Obsolescence
Depending on the Product life cycle length, it is recommended to consider the possible situation
of obsolescence already during the design phase. Where obsolescence occurs, actions will be
necessary to keep the functionality. Examples of typical actions are re-design/modification,
lifetime purchasing activities or scrapping of the system and replacement with a new system.
When designing or choosing systems or subsystems to a design of a Product, it is useful to
keep in mind the future replacement of an item due to obsolescence.

2.11 Supportability
Supportability is the measure of the degree to which all resources required to operate and
maintain the Product are provided in sufficient quantity. Supportability encompasses all
elements of ILS support resources such as technical information, support equipment, spares or
personnel.
Through careful system design, the amount of resources required for supporting a Product can
be reduced by considering maintainability and reliability. Product downtime, in reality consisting

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of active maintenance time, logistics delay times and administrative delay times can be
reduced. A Product that requires a lot of support resources is more exposed to the risk of
shortage of support resources, waiting or queuing for resources.

2.12 Cost effectiveness


The design and the choices involved in design have a cost implication for the LCC, which can
be broken down into design/development, production/procurement, operational and disposal
costs. Comparative analyses between different alternatives of design solutions, including the
support resources, are required. These characteristics and costs are necessary to balance
availability and LCC (refer to Fig 3).

Cost
Effectiveness

System Life Cycle Costs


Effectiveness (LCC)

• Reseach cost
• Development cost
System • Investment cost
Availability • Operation cost
Performance
• Maintenance cost
• Disposal cost

ICN-B6865-S3000L0079-001-01
Fig 3 Effectiveness - balancing availability and LCC

2.13 Software design


Software is usually a part of modern Product design. Careful considerations are required to
influence the software design in order to give the software some of the features mentioned
previously in this paragraph.
Considering the consequences of software support activities described in Chap 13, decisions
are required regarding how the software will be designed and implemented in order to achieve
the availability requirement of the system.

3 Development programs
It is recommended to include LSA in development projects and to perform the corresponding
LSA activities in a documented, structured and interactive closed loop process.
A representative for LSA is an important member of the entire project team.

3.1 Strategy for LSA influence on design


The key to a productive and cost effective analysis effort is the concentration of available
resources on activities which most benefit the program.
The broad objectives of LSA are to influence design, structure the most effective support
concept, and to define logistic support resource requirements. These general objectives must
be translated into more specific objectives for individual projects. The amount of design freedom
(flexibility) and opportunity of design influence varies with the type of program/project and is the
main input when deciding on a strategy.

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Objectives and the analysis strategy must be iterated, refined and balanced against available
resources until they become firm program goals or requirements.

3.2 Design influence on development programs


The very nature of development programs can vary from:

− New development programs where the Product and support products are developed from
the very beginning
− System or subsystem design changes/improvements of an existing Product
− Fast track programs using existing technology developed in-house or by a supplier
The amount of design freedom and possible design influence therefore can shift. Often, a
development program of a complex Product is a combination of the different types. LSA effort
and objectives must be focused accordingly.
Furthermore, the possibility of design freedom can exist for the support system but not the
Product, and vice versa. The LSA objective of making reliability, maintainability and
supportability requirements an integrated part of Product requirements and design can best be
achieved if designers are oriented toward reliability, maintainability and supportability objectives
commencing with the design effort.

3.3 Supplier design


Supplier design, eg design performed by a vendor or subcontractor, must be approached in the
same manner as in-house design.
It is important to provide the supplier with LSA goals and requirements specific to the supplier in
order to influence supplier design before the design efforts commence.
In conjunction with design influence by requirements and goals, the requiring party must initially
decide and specify the LSA tasks that are to be done by the supplier, which tasks are to be
shared between the requiring party and the supplier, and those that are to be performed solely
by requiring party. Once done, the LSA portion of the contracting plan can be developed and
work requirements written into the procurement documentation.
It is very useful to allow the prospective performing activities, under the bidding terms of the
procurement, to recommend adding or deleting LSA activities and to provide a more detailed
subtask definition and schedule.
Additionally, prospective performing activities can be encouraged to make use of cost effective
data generation procedures. Acquisition program objectives must be considered in preparing
procurement documents. For example, in technology demonstration procurement, certain LSA
task requirement can be specifically excluded. Supportability objectives for this type of
procurement would best be served through design influence and generation of LSA data for
subsequent detailed analysis efforts when the technology is utilized. If the acquisition program
is oriented to develop and procure a Product, then other LSA tasks become equally important.

3.4 Critical/milestone design reviews


It is essential to establish and document design review procedures (where procedures do not
already exist) which provide for official review and control of released design information with
LSA program participation in a timely and controlled manner.
These procedures define accept/reject criteria, the method of documenting reviews, the types of
design documentation subject to review, and the degree of authority of each reviewing activity.
Program planning must coordinate the design and development reviews and the LSA reviews.
Formal review and assessment of LSA requirements are an integral part of each Product design
review. Results of each Product design review must be documented. Design reviews must
identify and discuss all pertinent aspects of the LSA program.

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Technical information generated and documented during the design process must be
disseminated among designers and supportability specialists in order to surface interface
problems between design concepts and operators, maintainers, and support equipment.
Technical design information such as diagnostic features, interfaces, reliability estimates,
obsolescence evaluations, and item functions, which determines supportability, must be an
integral part of design documentation.
Scheduled “bottom up” reviews are recommended to include subcontractors and suppliers, as
appropriate. Agendas must be developed and coordinated to address the relevant topics as
they apply to the program phase activity and the review being conducted.
Examples of topics are:

− LSA conducted by task and WBS element


− LSA assessment of proposed design features including supportability, cost, and readiness
drivers and new or critical support resource requirements
− Corrective actions considered, proposed, or taken, such as:
• Support alternatives under consideration
• System/equipment alternatives under consideration
• Evaluation and trade-off analysis results
• Comparative analysis with existing Products
• Design or redesign actions proposed or taken
− Review of LSA requirements - supportability (with review of specifications as developed)
− Progress toward establishing or achieved goals
− LSA documentation required, completed and scheduled
− Design, schedule, or analysis problems affecting LSA

4 Checklists
To facilitate design work and reviews, the following checklists can be used as a starting point
and input. However, creativity in defining checklist questions and in adjustments to the program
in question is absolutely necessary. Often, the checklists can be defined through dialogue
between the LSA and design disciplines. 2

4.1 Selection of parts/equipment


A checklist for the selection of parts/equipment can include but is not limited to:

− Have appropriate standards been consulted for the selection of parts?


− Have the selected parts/equipment been evaluated with regards to reliability, maintainability
and supportability?
− Have supplier sources for component part procurement been established?
− Is the supplier reliable in terms of quality level, ability to deliver on time and on budget?

4.2 Reliability
A checklist for the consideration of reliability can include but is not limited to:

− Has the system/equipment wear-out period been defined?


− Have failure modes and effects been identified?
− Are item failure rates known?
− Have parts with excessive failure rates been identified?
− Has mean life been determined?

2Checklist developed from Benjamin S Blanchard, Logistics Engineering


and Management, 6th edition, Prentice-Hall, Inc., Englewood Cliffs, New
Jersey 07632

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− Has equipment design complexity been minimized?


− Is protection against secondary failures (resulting from primary failures) incorporated where
possible?
− Have reliability requirements been met?

4.3 Maintainability
A checklist for the consideration of maintainability can include but is not limited to:

− Are the total numbers of different kinds of fasteners minimized?


− Are the fasteners used standard items?
− Have the fasteners been selected based on the requirement for standard tools in
comparison with special tools?
− Are equipment identified as replaceable items?
− Is the time it takes to replace an item minimized?
− Is consideration taken upon the operational environment, such as hail storms, sandy and
salty environment?
− Is consideration taken on how to load software, loading times and media?

4.4 Testability
A checklist for the consideration of testability can include but is not limited to:

− Have self-test provisions been incorporated where appropriate?


− Is the extent of self-test compatible with LORA?
− Is the self-test automatic?
− Have direct fault indicators been provided? (eg light, message)
− Are test points/interface provided to enable check-out and fault isolation beyond the level of
self-test?
− Are test points/interface accessible?
− Are test points/interface functionally or conveniently grouped to facilitate sequential testing?
− Are test points/interface provided for direct test of replaceable items?
− Are test points labeled?
− Can every equipment malfunction be detected by a no-go indication at system level?
− Will software provide adequate test information?

4.5 Prognostics
A checklist for the consideration of prognostics can include but is not limited to:

− Is the functionality to predict maintenance need identified for the equipment?


− Are the parameters used to predict maintenance need identified and obtainable?
− Is the sampling frequency of the parameters used for prognostics adequate?

4.6 Standardization
A checklist for the consideration of standardization can include but is not limited to:

− Are standard equipment/parts incorporated in the design to the highest extent possible?
− Are the same parts used in similar applications?
− Is the number of different part types used throughout the design minimized?
− Are identifying labels and markings and nomenclature standardized to the highest extent?

4.7 Interchangeability
A checklist for the consideration of interchangeability can include but is not limited to:

− Are modules and components that have similar functions electrically, functionally and
physically interchangeable?

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− Are components with the same part number but provided by different suppliers completely
interchangeable?

4.8 Environment
A checklist for the consideration of environmental aspects can include but is not limited to:

− Are the hazardous material and pollutants identified and kept to a minimum?
− Are the material and equipment chosen for the design costly to handle, store and to
disassemble or waste?
− Are special containers or facilities necessary to handle hazardous materials or pollutants?

4.9 Human factors/ergonomics/accessibility


A checklist for the consideration of human factors, ergonomics and accessibility can include but
is not limited to:

− Are doors provided where appropriate? Are they hinged?


− Are the size and location of openings adequate for access?
− Are the doors and openings labeled? What information is contained in the label?
− Are access doors fasteners minimized?
− Are access doors fasteners of the type quick-release?
− Can access be gained without tools?
− If tools are needed to gain access are the number minimized and of standard variety?
− Are access between modules and components adequate?
− Are the hazardous material and pollutants identified and kept to a minimum?
− Is it necessary to use protective equipment when performing the maintenance task?
− Are maintenance tasks possible to perform with protective equipment if necessary (eg
gloves, helmet)?
− Are number of lifting devices for heavy or bulky items minimized?
− Is the time it takes to carry out a maintenance task reasonable compared with the working
position?
− Are access requirements compatible with the frequency of maintenance?

4.10 Obsolescence
A checklist for the consideration of obsolescence can include but is not limited to:

− Is the item at risk for obsolescence during the lifetime of the Product?
− Is the design made to facilitate redesign if necessary due to obsolescence?
− Is there a possibility of emulation or re-creation of the design?
− Is there an aftermarket source available?
− Is the supplier required to inform and initiate a purchase process of parts to cover the rest
of the lifetime?

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Chapter 6

Human factors analysis

Table of contents Page


Human factors analysis .................................................................................................................. 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 1
1.1 Introduction ...................................................................................................................... 1
1.2 Objective .......................................................................................................................... 1
1.3 Scope ............................................................................................................................... 2
2 Logistic support analysis and human factors .................................................................. 2
2.1 Physical abilities and limitations ...................................................................................... 2
2.2 Limitations due to hazardous conditions ......................................................................... 2
3 Human factors analysis aspects ...................................................................................... 3
3.1 Influence on design ......................................................................................................... 3
3.2 Guidance for LSA ............................................................................................................ 3
4 Human factors to be considered...................................................................................... 4
4.1 Anthropometric aspects ................................................................................................... 4
4.2 Ergonomic aspects .......................................................................................................... 4
4.3 Environmental aspects .................................................................................................... 4
5 Additional information ...................................................................................................... 5

List of tables
1 References ...................................................................................................................... 1
2 Sample limits for lifting ..................................................................................................... 4
3 Sources for additional information ................................................................................... 5

References
Table 1 References
Chap No./Document No. Title

MIL-STD 1472F Human engineering, design criteria for military systems,


equipment and facilities

1 General
1.1 Introduction
Human factors provide source data that must be used within LSA activities to determine
maintenance crew and support equipment requirements. This relationship begins in the design
process and continues through the development of the maintenance task analysis.

1.2 Objective
The functions of LSA, maintainability and supportability respectively must be closely
coordinated to ensure that potential support solutions are within established support thresholds
including the requirements of human factors. This is accomplished by considering the crew size

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and the required support resources for operational and maintenance tasks. Human factors
limitations influence the establishment of support environment as well as the design of the
Product itself. The limited capabilities of a human being determines the limitations on Product
usage and support. In the area of support particularly, human factors have significant influence
on the practicability of operational support or maintenance.

1.3 Scope
This chapter is directed at logistics personnel who perform technical and logistic analysis
activities. It describes the relationship and integration between human factors and the logistic
support analysis process. Some of the analysis activities can be influenced by the abilities and
the natural limitations of a human being. It is recommended that the results of the human factors
analysis be documented and be available at a very early project phase. Within the LSA
database the influence of human factors can appear at different places. Warnings and cautions
can be a typical criterion as well as the need for specific equipment to perform a task and/or to
protect a person while in an unpleasant environment.

2 Logistic support analysis and human factors


2.1 Physical abilities and limitations
The LSA and human factors integration occurs throughout the whole Product life cycle.
Changes to maintenance that includes human factors constraints and/or limitations can be
driven by Product modifications or proposed design changes.
LSA and human factors analysis have a common objective, but specific purposes and goals.
The human factors aspects focus on various standards, which give rules and guidance for:

− Anthropometric aspects
− Ergonomic aspects
− Other physiological aspects
LSA must take into account these standards to evaluate potential support solutions. One of
many examples of this is the diameter of the average human forearm. Any access panel that
requires a reach beyond the wrist must conform to the minimum size that is given in appropriate
standards. In this case, the human factors influence the design to ensure that this size
requirement is met for all these access panels. In addition, LSA must consider the need for
special support equipment required to complete a task being performed under limited moving
space conditions. If alternate design solutions are identified during analysis activities, they can
be presented back to design for reconsideration.

2.2 Limitations due to hazardous conditions


Another aspect concerning human factors is the limitation of human activity because of health
threat.
The handling of dangerous material or material which is hazardous to health must follow strict
regulations to ensure physical integrity. At the end of the Product life cycle during the disposal
phase in particular, human factors can be of crucial interest due to an increased need to handle
material, which is a risk for human health.
Other limitations must be considered for work which is carried out under extreme environmental
conditions such as:

− cold or hot environments


− humid environment
− working underground or underwater
− critical environment due other reasons (eg dust, exposure to fumes, noise)
Regulations must ensure the protection of human beings against the effects of these
environmental impacts. These regulations must be addressed during the LSA as well as the
limitations because of physical restrictions.

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3 Human factors analysis aspects


3.1 Influence on design
There are many industry standards that address human factors design constraints and
requirements. These must be appropriately referenced as part of the developer/customer
agreements and included in the contract.
The human factors qualitative data must be taken into account to determine the maintenance
crew skills, size and support equipment needs. For example, human factors will provide weight
limits for a single person lift. These weight limits are then used to identify the maintenance crew
size for a specific task. This same analysis will also identify the need for mechanical lifts and/or
maintenance stands. This information can be used in a trade-off study for design alternatives as
an iterative process. Human factors provide specifications and standards that have to be
applied to the individual maintenance tasks.
If applicable, the personnel requirement "crew size" should take into account the demographic
aspects as well. For example, an all-male crew can have a greater lift limit than a mixed
male/female crew. Therefore, the weight of the item defines the proper number of people
required for lifting but that quantity can change with the specific crew demographics. The weigh
restriction is to be taken into account for mechanical lift requirements and therefore impact
support equipment requirements. The location can influence the need for maintenance stands
but the maintenance crew size must be considered in the definition of the type of stand
required.

3.2 Guidance for LSA


The LSA GC must identify the rules and guidelines that will be applied to the LSA and human
factors analysis which can include eg maintenance crew demographics, lift, reach and other
standards and limitations. The customer and contractor must agree on specific standards that
will be applied. In addition to this agreement it is recommended to review the applicable
standards and document any exceptions.
LSA receives input from design and develops trade-off analysis of each drawing alternative.
From the first drawing effort, LSA will analyze the design and compare support requirements
between alternatives and make recommendations based on the supportability and LCC. The
process involves identifying all the possible maintenance actions. Each maintenance task will
result in a list of resources required to accomplish the task. These resources include spare parts
and consumables, maintenance man-hours, training, support equipment and test equipment.
The specific considerations relative to human factors will be the number of maintainers and the
amount of human factor related support equipment.
The number of maintainers is influenced by the variety of skills required and the weight and size
of the parts being changed during the maintenance task. For lifting, the weight of the item and
the height must be taken into account in order to identify the maintenance crew size. Each of
the various human factors standards has weight limits for a single person lift. The amount can
vary based on crew demographics and the height the item must be lifted. Also, if the item is to
be carried over a distance, standards define the weight and distance limits. A sample of limits
reflecting US DOD regulations from MIL-STD 1472 is given at Table 2.
These limits can vary between standards but in all cases they must be applied to the MTA. If an
item exceeds these limits, additional maintainers are required providing that the appropriate
number of lifting handles are attached. If multiple persons are required for lifting, then the charts
in the human factors standards that define maintainer size must be checked against the
physical dimensions of the item to ensure that multiple persons can actually assist in the lifting.
It is recommended that lifting by mechanical means be considered when the weight or size of
an item exceeds personal lift limits.

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Table 2 Sample limits for lifting


Handling function Population (male Population
and female) (male only)

Lift an object from the floor and place it on a surface not 16,8 kg (37 lb) 25,4 kg (56 lb)
greater than 152 cm (5 ft) above the floor.

Lift an object from the floor and place it on a surface not 20,0 kg (44 lb) 39,5 kg (87 lb)
greater than 91 cm (3 ft) above the floor.
Carry an object 10 m (33 ft) or less. 19,0 kg (42 lb) 37,2 kg (82 lb)

The entire analysis process is an iterative process and must be used for each design change.
Within the LSA process, the more detailed MTA starts once the Product design is approved.
Each maintenance task is compared against the human factors standards to ensure that all
maintenance and operational support activities are within the human factors limitations.

4 Human factors to be considered


The lists of human factors are not limited to the aspects given here, but can serve to give an
impression of which aspects of human factors can influence Product design and, especially in
the area of LSA, the design of the support environment (operational and maintenance related).

4.1 Anthropometric aspects


Anthropometric aspects that influence design include but are not limited to:

− Lines of sight (visual field, vertical and horizontal)


− Audio signals requirements
− Muscle strength of arms, hands and thumb
− Required muscle strength for vertical pull extensions
− Required muscle strength for horizontal push and pull movements
− Maximum weight of units to be lifted
− Maximum weight of support equipment
− Arm and hand access dimensions

4.2 Ergonomic aspects


Ergonomic aspects that influence design include but are not limited to:

− Design of controls (eg switches, cranks, joysticks, ball controls, hand wheels, levers,
pedals, knobs)
− Minimum handle dimensions
− Workspace design (eg seated, standing, mobile)
− Difficult accessibility - ramps and ladders
− Doors and access panels dimensions
− Illumination requirements

4.3 Environmental aspects


Environmental aspects that influence design include but are not limited to:

− Effective temperature
− Limits of extreme cold and warm temperature conditions
− Influence of wind-chill on human beings
− Decreased performance of human beings under extreme climatic conditions
− Ventilation requirements
− Exposure limits ultraviolet radiant energy

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− Exposure limits to pollution like dust, fumes


− Noise limitations
− Shock current intensities

5 Additional information
Each project must determine human factors standards for use in the analysis process. In
Table 3, websites are listed for more detailed information how to evaluate the human factor
related support requirements of any design.

Table 3 Sources for additional information


Source URL

Human Factors and Ergonomics http://www.hfes-europe.org


Society (HFES)

Designing for humans http://www.designingforhumans.com

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Chapter 7

Results of FMEA/FMECA in LSA

Table of contents Page


1 General ............................................................................................................................ 3
1.1 Introduction ...................................................................................................................... 3
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
1.4 Interface with related analyses ........................................................................................ 3
1.4.1 FMECA in design and development activities ................................................................. 4
1.4.2 LSA FMEA and design-oriented FMECA ........................................................................ 4
1.4.3 LSA FMEA and maintainability, maintenance and safety analysis ................................. 4
2 Analysis procedure and sub process description ............................................................ 5
2.1 General flow chart............................................................................................................ 5
2.2 Establish FMEA for replaceable units ............................................................................. 5
2.2.1 Limit the breakdown level ................................................................................................ 5
2.2.2 Easy identification ............................................................................................................ 6
2.2.3 Take software into account in the breakdown ................................................................. 6
2.2.4 Physical breakdown and LSA FMEA ............................................................................... 6
2.2.5 Prediction of failure rates ................................................................................................. 7
2.3 Identify available means of failure detection ................................................................... 8
2.3.1 Detection means .............................................................................................................. 8
2.3.2 Detection rates and detectability ratings ......................................................................... 8
2.3.3 Identification of requirement for new test equipment....................................................... 9
2.4 Identify possible means of localization of failed items ..................................................... 9
2.4.1 Localization means .......................................................................................................... 9
2.4.2 Localization ability ratings .............................................................................................. 10
2.5 Analyze requirements for troubleshooting procedure.................................................... 10
2.5.1 Cases in which a procedure is required ........................................................................ 10
2.5.2 Detection confirmed upon possible false alarm ............................................................. 11
2.5.3 Interface with criticality analysis .................................................................................... 11
2.5.4 Troubleshooting upon detected but not localized failure ............................................... 12
2.6 Elements required for a troubleshooting procedure ...................................................... 12
2.7 Record results................................................................................................................ 13
3 Inputs ............................................................................................................................. 13
3.1 Physical breakdown ....................................................................................................... 13
3.2 FMEA ............................................................................................................................. 13
4 Outputs .......................................................................................................................... 13
4.1 Sub process outputs to be recorded.............................................................................. 13
4.2 Failure Mode Analysis for LSA tabular report ................................................................ 14
5 Complementary analysis ............................................................................................... 16
5.1 Criticality analysis .......................................................................................................... 16
5.2 Removal criteria ............................................................................................................. 16
5.3 Software failure analysis ................................................................................................ 17
5.4 Troubleshooting task analysis ....................................................................................... 17
5.5 New test equipment management documents .............................................................. 17
6 Lessons learned ............................................................................................................ 17
6.1 Undetectable failures ..................................................................................................... 17
6.2 Random failures............................................................................................................. 18
6.3 Influence on design ....................................................................................................... 18
6.4 Failure rates and FMR ................................................................................................... 18

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6.5 Limits of software failure analysis .................................................................................. 18

List of tables
1 References ...................................................................................................................... 2
2 Failure mode ratio distribution ......................................................................................... 7
3 Failure mode ratings ........................................................................................................ 8
4 Detection ability ratings ................................................................................................... 9
5 Localization ability ratings .............................................................................................. 10
6 Troubleshooting upon false alarm ................................................................................. 11
7 Troubleshooting assessment from localization rate of built-in tests .............................. 12
8 Outputs of each sub process ......................................................................................... 13
9 Recommendations for Failure Mode Analysis for LSA tabular report ........................... 15

List of figures
1 Logical flowchart of analysis procedure .......................................................................... 5
2 From technical FMEA to LSA FMEA - grouping of failure modes ................................... 6
3 Failure Mode Analysis for LSA tabular report ................................................................ 14

References

Table 1 References
Chap No./Document No. Title

Chap 3 LSA Business process


Chap 8 Damage and special event analysis
Chap 10 Scheduled maintenance analysis
Chap 13 Software support analysis
Chap 21 Terms, abbreviations and acronyms
MIL-HDBK 217 Military Handbook for Reliability Prediction of Electronic
Equipment
MIL-STD-882 Standard Practice System Safety
MIL-STD-1629 Procedures for performing a Failure Mode, Effects, and
Criticality Analysis
NSWC-11 Handbook of Reliability Prediction Procedures for
Mechanical Equipment
RDF-93 Handbook of Reliability Data for Electronic Components
RDF-2000 UTE-C 80-180 (IEC-62380) Reliability Prediction
S4000P International specification for developing and continuously
improving preventive maintenance

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1 General
1.1 Introduction
Failure Modes Analysis (FMA) is a part of event-driven maintenance analysis.
Scheduled Maintenance Analysis (SMA) (refer to Chap 10) and Special Event Analysis (refer to
Chap 8) focuses on scheduled and/or preventive maintenance. FMA and Damage Analysis
focuses on corrective maintenance (refer to Chap 8). Damage can also be subject to preventive
inspections.
FMA establishes the methodology and decision logic that is a prerequisite to the identification of
corrective maintenance tasks to be applied to the Product in case of an inherent failure
occurrence.

1.2 Objective
All items and equipment liable to fail are candidates for corrective maintenance whether they
are subject to servicing or preventive maintenance tasks or not. Some failures can be detected
or observed during operation (by person or by integrated test system) or during a maintenance
task or inspection. Other failures can be detected but not localized, and others are not
detectable at all.
Therefore, in several cases, additional search and troubleshooting work will be necessary to
precisely identify and localize failed items so that they can be removed and replaced. This work:

− is characterized by data that can be derived from a Failure Modes and Effect Analysis
(FMEA) and must be documented in the LSA record (Refer to Chap 19)
− must be documented in the technical publications
− can require special tools and test equipment
The objective of this procedure is to provide a methodology that helps define the maintenance
tasks rendered necessary by the inherent limits of reliability and testability, whether integrated
or not, and the related means of support.

1.3 Scope
The scope of this procedure is to:

− exploit existing documents as far as possible (FMECA from the design office, for instance),
or build on existing FMEA data or build a new FMEA, tailored to LSA needs, if no existing
documents are available
− analyze means available for detection of failures and for localization of failed items
− identify possible requirements for specific troubleshooting procedures
− identify possible requirements for special tools and test equipment
− record all results
The process is applicable to any item within the Product, specifically developed for the needs of
a new Product, re-used from previous projects, or acquired from the Commercial-Off-The-Shelf
(COTS) range of a supplier.

1.4 Interface with related analyses


Several types of FMEA and Failure Mode, Effects and Criticality Analysis (FMECA) exist as
parts of design, development and production management activities. According to the nature
and requirements of the individual project, these FMECA can be:

− mandatory to satisfy regulatory requirements (eg, nuclear plants, chemical plants,


transports systems subject to airworthiness or seaworthiness regulations, military systems)
− purposely implemented to manage the achievement of an objective (eg, improve safety,
improve reliability, improve mission availability) throughout the project

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− purposely implemented to identify and justify corrective maintenance activities triggered by


inherent failure causes: this is the purpose of LSA FMEA
1.4.1 FMECA in design and development activities
The FMECA is an essential function in design from concept through development. It is iterative
and corresponds with the nature of the design process itself. The level of effort and
sophistication of the approach used in the FMECA depends on the nature and requirements of
the individual project. This makes it necessary to tailor the requirements for a FMECA to each
individual project. Tailoring requires that, regardless to the degree of sophistication, the FMECA
contributes meaningfully to project decision. A properly performed FMECA is invaluable to those
who are responsible for making project decisions regarding the feasibility and adequacy of a
design approach.
The usefulness of the FMECA as a design tool and in the decision making process depends on
the effectiveness with which problem information is communicated for early design attention.
Timeliness is one of the most important factors in differentiating between effective and
ineffective implementation of FMECA. While the objective of a FMECA is to identify all modes of
failure within a Product design, its first purpose is the early identification of all catastrophic and
critical failure possibilities so they can be eliminated or minimized through design correction at
the earliest possible time. Therefore, the FMECA is generally initiated as a functional FMECA
as soon as preliminary design information is available at the higher system levels, and extended
to the lower levels as more information becomes available on the items in question.
Although the FMECA is an essential reliability task for design activities, it also provides
information for other purposes. The use of the FMECA, or of some analysis derived from it, is
called for in maintainability, safety analysis, availability analysis, LSA, elaboration of
maintenance concept, and in failure detection and fault isolation. This coincidental use must be
taken into account during the FMECA planning effort to prevent the harmful proliferation of
requirements and the duplication of efforts within the same contractual project.
1.4.2 LSA FMEA and design-oriented FMECA
Whereas design-oriented FMECA needs to analyze and quantify the reliability of each individual
component of a Product, such a level of detail is not always essential for maintenance purposes
because the maintenance activities do not focus on the individual components but on
replaceable or repairable units, which are located at a higher level of breakdown than that of
individual components.
Therefore the LSA FMEA is generally coincident with, but not identical to, the design-oriented
FMECA. Tight interface, coordination and milestones must be implemented between these two
activities to ensure adequate consistency, timeliness and traceability between them. The
interfaces and specific data element needs must be defined in the LSA Program Plan, and
agreed between LSA, design FMEA functions and testability analysis.
The main difference between design FMECA and LSA FMEA is that different failure modes from
a design perspective can be grouped in the same failure mode for LSA FMEA because they
lead to the same maintenance action.

1.4.3 LSA FMEA and maintainability, maintenance and safety analysis


Other maintainability, maintenance or safety analyses use data from LSA FMEA or derived from
FMECA, eg, Level of Repair Analysis (LORA), Reliability-Centered Maintenance (RCM) and
Scheduled Maintenance Analysis (SMA). In order to take full benefit of existing works and to
avoid useless duplication of works, these other activities must be tightly interfaced and
coordinated with FMECA and LSA FMEA in the LSA PP. Refer to Chap 3.

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2 Analysis procedure and sub process description


2.1 General flow chart
The workflow of the analysis procedure is presented on the general flowchart, refer to Fig 1.

Product breakdown
Inputs intended down to s Technical
replaceable units FMEA / FMECA

Operating
context Replaceable units
LSA failure modes and
(ORD) Possible failures
effects of item under
Failure modes
Logistic Support Analysis
Failure effects

Warnings
Functional
Influencing aspects

Identify available means of Built-in tests


analysis
Sub-processes

failure detection Physical symptoms


Functional symptoms

Warnings
Software Identify possible means of
Built-in tests
failure localization/verification of
Test equipment
analysis failed item

Troubleshooting
Analyze requirement for tasks
Testability troubleshooting procedure Removal criteria
analysis

Record results

ICN-B6865-S3000L0080-001-01
Fig 1 Logical flowchart of analysis procedure

2.2 Establish FMEA for replaceable/repairable units


In general, the process is based on the re-use of an existing FMEA/FMECA and possible
additional data elements or information to be added. These results are sensibly grouped as
much as they can be, in order to keep the effort to be spent at a sensible, low level. This lower
level process essentially consists of merging the FMEA/FMECA and the physical Product
breakdown. Preparatory works can be necessary before this merging is rendered possible.
The FMEA is started at the end and then worked upwards to top elements. By using this
approach the analyst has the failure modes of the smaller items in mind so the effect can be
determined more accurately.

2.2.1 Limit the breakdown level


The physical Product breakdown generally goes down to individual components required for
detailed definition purposes. For the needs of malfunctioning analysis, it does not need to be
developed beyond the level of replaceable units, except if further development of breakdown
helps in understanding or describing failure modes detection/localization and/or possible
inspection or repair of the replaceable unit. A first step is to limit the physical breakdown at the

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appropriate level. This is usually done by extraction and simplification of the complete physical
breakdown.

2.2.2 Easy identification


Failures, failure modes and items of the physical breakdown will be frequently quoted in further
analysis and analysis reports. It is recommended to adopt a simple identification method (see
Breakdown Element Identifier) for these failures, failure modes and items.

2.2.3 Take software into account in the breakdown


Replaceable units that have software should include this software as subcomponent for
configuration management purposes. This is independent of the reload ability of software,
provided that reload ability is equivalent for software of replace ability for hardware. Note that
some software can have defects, too, especially on non-mature systems.

2.2.4 Physical breakdown and LSA FMEA


LSA FMEA must be compliant with the physical breakdown. Items liable to fail must be included
in the physical breakdown. Failures must also be listed or grouped for each replaceable unit.

Breakdown
element

Technical failure mode 1 Grouping result


Technical failure mode 2 of LSA FMEA
Technical failure mode 3
Technical failure mode 4 Repair procedure 1
Technical failure mode .. LSA failure
Failure detection
Result of technical FMEA/FMECA

Technical failure mode.. mode 1


Technical failure mode .. procedure 1
Technical failure mode ..
Technical failure mode ..
Technical failure mode .. Repair procedure 1
Technical failure mode .. LSA failure
mode 2 Failure detection
Technical failure mode ..
procedure 2
Technical failure mode ..
Technical failure mode ..
Technical failure mode ..
Technical failure mode .. Repair procedure 2
Technical failure mode ..
LSA failure
mode 3 Failure detection
Technical failure mode .. procedure 1
Technical failure mode ..
Technical failure mode ..
Technical failure mode .. Repair procedure 3
Technical failure mode .. LSA failure
mode 4 Failure detection
Technical failure mode ..
procedure 3
Technical failure mode ..
Technical failure mode n

ICN-B6865-S3000L0081-002-01
Fig 2 From technical FMEA to LSA FMEA - grouping of failure modes
It is recommended to perform the grouping by taking into consideration:

− All failure modes generated within a technical FMEA/FMECA, which cause one and the
same chain of maintenance activities, can be grouped to one LSA failure mode within the
LSA FMEA. The Failure detection procedure evoked in Fig 2 describes how to detect the
failure from its warnings, built-in tests, physical symptoms and functional symptoms listed
as outputs of the sub-process “Identify available means of detection, shown in Fig 1. If,

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despite all these detection means, the failure remains hidden or dormant during normal
operation, a specific procedure can be necessary as a failure-finding task. This requirement
is addressed by SMA (refer to Chap 10).
− All aspects which have to be taken into consideration concerning grouping of failure modes
must be agreed between customer and contractor within the LSA Guidance Conference
Document (GCD). Fig 2 gives an overview how these crucial grouping criteria can be
realized.
While grouping, the failure rate of the LSA failure modes will be defined. This is required for
calculation of the corresponding task frequencies of the rectifying tasks linked to the LSA failure
modes.
2.2.5 Prediction of failure rates
FMA must establish failure rates for each LSA failure mode. There are a number of methods
which include:
a) Failure rates can be calculated in a bottom-up approach by an analytical method (eg, MIL-
HDBK 217, RDF-93, RDF-2000 UTE-C 80-180, NSWC-11) that aggregate failure rates of
elements, components, etc., up to the LSA failure mode.
Note
In practice the breakdown is often incomplete down to the last small part. In this case it can
be possible that the sum of failure rates of indenture level n+1 is smaller than the failure
rate of the breakdown element on indenture level n. Alternatively, a failure rate on indenture
level n, which is smaller than the sum of failure rates on the deeper indenture level n+1 is
not logical and must be rechecked.

In the case of the ideal situation of a complete breakdown, the sum of the failure rates of
indenture level n+1 must be the failure rate of the breakdown element of indenture level n.
b) If the failure rate of the LSA candidate is known, the failure rates of each of its LSA failure
modes can be assessed in a top-down approach by multiplying its value by the Failure
Mode Ratio (FMR) of the LSA failure mode. Refer to Table 2. The sum of all failure mode
ratios to a failure mode should always be 1 (100%).

Table 2 Failure mode ratio distribution


Failure mode FMR Rectifying tasks

LSA failure mode 1 0,10 (10%) Repair procedure 1 + Failure detection procedure 1
LSA failure mode 2 0,15 (15%) Repair procedure 1 + Failure detection procedure 2
LSA failure mode 3 0,50 (50%) Repair procedure 2 + Failure detection procedure 1
LSA failure mode 4 0,25 (25%) Repair procedure 3 + Failure detection procedure 3

Total 1,00 (100%)

The FMR identifies the fraction of the individual failure mode on the entire failure rate of the item
under analysis.
c) If no analytical method is applicable, the failure rates can be assessed by best engineering
judgment from experience on similar Products of comparable complexity and operated in a
similar context.
d) If no dependable failure rate is available, a rough rating table can be established. Table 3
provides an example of a qualitative rating table. It can be tailored according to needs and
to the operating context, which must be defined first through the Guidance Document.

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Table 3 Failure mode ratings


Rating Occurrence Description Probability of single
failure

1 Very low likelihood Very few failures likely Less than 0.001
2 Low likelihood Few failures likely Between 0.001 and 0.01
3 Moderately low Occasional failures likely Between 0.01 and 0.10
likelihood
4 Medium likelihood Medium number of failures likely Between 0.10 and 0.20
5 Moderately high Moderately high number of Higher than 0.20
likelihood failures likely

Note
The ratings 1 to 5, in Table 3, correspond to the levels A thru E, respectively, of the
qualitative approach of MIL-STD-1629.

2.3 Identify available means of failure detection


2.3.1 Detection means
For each possible failure of a replaceable unit:

− Check if the failure is detected by any form of automatic detection mean which triggers a
warning device
− Check if the failure is liable to be detected by a Built in Test (BIT). If yes, assess the
detection rate and false alarm rate of this BIT. These rates are relevant here when related
to replaceable units, not to functions.
− Irrespective of the answer to the previous question, check functional symptoms and/or
physical symptoms likely to help detect the failure. For this check, failure effects listed in
FMEA can be considered as a guideline.
− List all failures detectable by any of the above means, record the associated detection
means
− List failures undetectable by any of the above means
Note
These detection means are a generalization, irrespective of the level of maintenance, of the
failure detection methods and failure detection means of MIL-STD-1629.

2.3.2 Detection rates and detectability ratings


The detection rate is the probability of the detection means to effectively detect the failure.
Detection rates for replaceable units that have embedded BIT can be assessed by an analytical
method as part of testability analysis. Therefore the FMA for LSA must be adequately interfaced
with testability analysis in order to benefit from the detection rates issued from it. This data can
be unavailable from the Technical FMEA/FMECA.
If no analytical method is applicable, a qualitative approach can be preferred. This qualitative
assessment can be based on best engineering judgment. An example of this is shown in
Table 4, which must be tailored according to needs.

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Table 4 Detection ability ratings


Rating Detection Description Detection rate
probability

1 High likelihood High effectiveness for detection Higher than 80%


2 Moderately high Moderately high effectiveness Between 80% and 60%
likelihood for detection
3 Medium likelihood Has medium effectiveness for Between 60% and 40%
detection
4 Moderately low Moderately low effectiveness for Between 40% and 20%
likelihood detection
5 Low likelihood Low effectiveness for detection Less than 20%

Note
The probability of the detection means to effectively detect the failure must be rated in
accordance with what is considered effective in terms of SMA. The above ratings must be
consistent with the effectiveness of visual inspections, detailed inspections, special detailed
inspection, visual checks, operational checks and functional checks deemed effective for
the purpose of scheduled maintenance.

2.3.3 Identification of requirement for new test equipment


Table 4 can be used to identify a requirement for additional test equipment or BIT that is likely to
raise detection probability from an unacceptable rating up to an acceptable one.
This identification is generally performed as part of testability analysis for BIT, and as part of
Maintenance Task Analysis (MTA) for additional test equipment. Therefore the use of Table 4,
for the purpose of identifying a requirement for an additional detection means, can be interfaced
with testability analysis and with MTA.

2.4 Identify possible means of localization of failed items


2.4.1 Localization means
For each detected failure of a replaceable unit:

− Check whether an automatic detection (if any) triggering a warning device is likely to
localize without ambiguity the one replaceable unit that has failed, or if it is likely to localize
one out of n replaceable units that has failed (one-among-n ambiguousness).
− Check whether a BIT (if any) is likely to localize without ambiguousness the one
replaceable unit that has failed, or if it is likely to localize one out of n replaceable units that
has failed (one-among-n ambiguousness).
− Check whether a monitoring system is likely to localize without ambiguousness the one
replaceable unit that has failed, or if it is likely to localize one out of n replaceable units that
has failed (one-among-n ambiguousness). For example, there are such monitoring systems
for health and usage monitoring.
− Check whether applicable functional checks, leading to detection by functional symptom,
are likely to localize without ambiguousness the one replaceable unit that has failed, or if
they are likely to localize one out of n replaceable units that has failed (one-among-n
ambiguousness).
− Check whether cross-checking of BIT results can help reduce the ambiguousness of the
localization (eg reduce the value of n in the "one-among-n ambiguousness"). For this cross-
check, a special attention can be paid to BIT results which are impacted by a common
cause.

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− Check whether applicable visual checks or measurements without any dismounting or


removal, leading to a detection by physical symptom, is likely to localize without
ambiguousness the one replaceable unit that has failed, or if it is likely to localize one out of
n replaceable units that has failed (one-among-n ambiguousness).

2.4.2 Localization ability ratings


Localization is limited to detected failures.
Localization ability ratings can be elaborated as part of testability analysis on Products entirely
covered by built-in tests. Some additional engineering can be required if the results of these
tests have to be cross-checked with other source of information (eg, functional checks, visual
checks, visual inspections without removal) in order to reduce the ambiguousness. In some
cases, this additional engineering can be performed by an activity external to LSA (eg, fault tree
analysis). In this case, an adequate interface must be implemented with the FMA for LSA. This
data is can be unavailable from the technical FMEA/FMECA. If that is the case the data can be
retrieved from the testability analysis.
An example of this is shown in Table 5, which must be tailored according to needs.

Table 5 Localization ability ratings


Rating Localization Description Localization ability
probability rating

1 High likelihood High effectiveness of the Higher than 90%


abovementioned localization
means
2 Moderately high Moderately high effectiveness for Between 80 and 90%
likelihood localization
3 Medium likelihood Medium effectiveness for Between 60% and 80%
localization
4 Moderately low Moderately low effectiveness for Between 40% and 60%
likelihood localization
5 Low likelihood Low effectiveness for localization Below 40%

2.5 Analyze requirements for troubleshooting procedure


2.5.1 Cases in which a procedure is required
A troubleshooting procedure is required when:

− a failed item is not likely to be localized without ambiguity by any of the localization means
described in Para 2.4
− a failure has been detected by a built-in test known to have a high false alarm rate
However, cases in which such a procedure is required are hardly ever defined by a simple
cross-grid of the previous tables. The main reasons for this are:

− Detection rate and localization rate are statistical variables, and are generally bound to
failure rate and failure mode rating
− Defining a threshold on the detection and the localization rates would create an artificial
threshold effect
− If the failure has been detected by a BIT with a false alarm rate known to be high, its results
must not be ignored if the failure has some possible impact on safety. This remains true
even if the BIT has been repeated without detecting a failure.

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− The requirement for troubleshooting is not entirely dictated by detection and localization
ability and can be analyzed in the light of complementary elements, such as accessibility,
removal and replacement costs, or safety
Therefore, analyzing the requirement for a troubleshooting procedure needs an expert’s best
engineering judgment. Table 6 provides guidelines that can be used after being tailored
according to needs. The guidelines assume that detection rate and localization rate take the
failure rate/failure mode rating into account.

2.5.2 Detection confirmed upon possible false alarm


Prior to any troubleshooting, the failure detection can be confirmed if there is doubt about the
reality of the detected failure. However, note that a non-repeated detection of failure can be due
to a random failure of the tested equipment itself, regardless of false alarm rate of the testing
device.
Therefore, it is recommended to assess the need for this preliminary step from the importance
of the consequences of the failure, as given in Table 6.

Table 6 Troubleshooting upon false alarm


Consequences Repetition of test for Follow-on actions
of failure removal of ambiguousness

Negligible The test can be repeated a If the failure detection is


certain number of times (to be invalidated, no further analysis is
determined) with the usual test to be carried out and the
device or built-in test until it is equipment can be declared back
confirmed or invalidated. to operational status.
If the failure is confirmed, need for
troubleshooting is assessed as in
Para 2.5.4.
Not negligible but The test can be repeated a If the failure detection is
acceptable certain number of times (to be invalidated, no further analysis is
determined) with an to be carried out and the
independent test device until it equipment can be declared back
is confirmed or invalidated. to operational status.
If the failure is confirmed, need for
troubleshooting is assessed as in
next paragraph.
Unacceptable The test needs not be Proceed as in next paragraph.
repeated.

In any case, the need for repetition of test and the follow-on actions must be documented in a
procedure which is applicable prior to the troubleshooting procedure itself.

2.5.3 Interface with criticality analysis


For Products that have a criticality analysis performed, thresholds of acceptability used in the
left column of Table 6 must be consistent with the consequences of the failure mode and/or the
criticality of the replaceable item.
In this approach, the worst potential consequence of the failure must be taken in consideration
and determined by the degree of injury, property damage, system damage or environmental

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impacts that can ultimately occur. This analysis is addressed by the severity analysis in FMECA
methods (eg, MIL-STD-1629, MIL-STD-882 ).
This potential consequence of a failure mode can be combined with the probability of
occurrence of the failure, depending on the nature of the Product. This combination is
addressed by the criticality analysis in FMECA methods (eg, MIL-STD-1629).
The failure on critical or very severe failure modes must always be considered as unacceptable,
even if there is a possibility for the detection to be a false alarm. Therefore the troubleshooting
procedure requirement analysis must be interfaced with the FMECA.

2.5.4 Troubleshooting on detected but not localized failure


Table 7 is provided as a guideline for troubleshooting detected non-localized failures. It can be
tailored according to needs.

Table 7 Troubleshooting assessment from localization rate of built-in tests


Localization Troubleshooting required
rating

1 No troubleshooting required. Localization will be performed by the BIT.


2 Troubleshooting is required but can be performed by cross-checking of
BIT results.
3 Troubleshooting is required and can require an intervention of
maintenance team to perform additional research of symptoms
4 or 5 Troubleshooting is required, using test equipment likely to compensate
the inability of the BIT to localize the failed replaceable unit.

2.6 Elements required for a troubleshooting procedure


Elaborating on the troubleshooting procedure itself is out of the scope of FMA for LSA.
However, in order to simplify subsequent works, several documents or analyses used to
determine if such a procedure is required should be noted for further use:

− The technical documents and definition files that must be used to analyze the
troubleshooting requirement (eg, technical plan, wiring diagram, interface description).
− Logical order of the tests to be carried out until the failed replaceable unit is identified and
localized. This logical order can be supported by a flow-chart diagram on which all
decisions are applicable (eg, associated with the clear interpretation of a symptom or a BIT
result). All decision not associated with such an interpretation should be considered as not
applicable. It is recommended to document test equipment or inspection procedures which
can be necessary.
− Possible cross-checks that can help identify and localize the failed unit. Such cross-checks
are useful for identifying sources of common cause failures. They should concern items
exposed to the effects of the common cause failure.
− Symptoms to be monitored or recorded during these cross-checks
− Measurements to be carried out to check the physical and/or functional characteristics of
the replaceable units
− Test equipment required by the above measurements
− Expected values for each of these measurements, and signification of unexpected
measures
Refer to Para 5.4 for the elaboration of the troubleshooting procedure itself.

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2.7 Record results


Results must be recorded as troubleshooting tasks, which are preliminary tasks for corrective
maintenance. These tasks are to be attached to the next higher assembly including all the
replaceable units concerned. They must list all the resources which have been identified during
the above sub process in addition to usual data characterizing a maintenance task. The
corrective maintenance task for removal and replacement of the failed replaceable unit should
be mentioned. Troubleshooting task and removal/replacement tasks can be subtasks of a repair
task.

3 Inputs
3.1 Physical breakdown
Physical breakdown (or Product breakdown) provides an indented decomposition of the
Product. For FMEA purposes, it should be developed down to the level of replaceable units at
least. The corresponding depth of indenture can vary depending on the Product’s design.
Further development to sublevels of these items can be necessary only when it helps
characterize the failure modes of the item or the related failure effects. Otherwise it can be
dispensed with. Replaceable units should be easily identifiable in this breakdown.

3.2 FMEA
The content of the FMEA includes but is not limited to:

− a list of items likely to fail


− the associated failure rates
− the related failure modes foreseen
− the probability of occurrence of these failure modes
− the effects of these failure modes regarding the availability of the replaceable unit and its
impacts on safety and overall availability
− the signature of the failure (eg, physical symptoms, functional symptoms, BIT results)
This FMEA can be carried out as part of a Product safety analysis, of a Product mission
reliability analysis, or provided by the supplier of the equipment.

4 Outputs
4.1 Sub process outputs to be recorded
The sub process outputs that are recommended are listed in Table 8 and summarized in Fig 3.

Table 8 Outputs of each sub process


Sub-process Outputs

Establish FMEA for Replaceable units/repair procedures


replaceable/repairable unit Possible failures
Failures modes
Failure effects
Identify available means of failure Warnings
detection Built-in tests reports
Physical symptoms
Functional symptoms
Requirement for new test equipment

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Sub-process Outputs

Identify possible means of localization Warnings


of failed item Built-in tests reports
Ground test equipment
Requirement for new test equipment
Analyze requirements for Answer yes/no to need for a troubleshooting
troubleshooting procedure If yes, inputs for troubleshooting task analysis
Replaceable unit identification (eg BEI)

Troubleshooting required
Failure mode ratio (FMR)

Test equipment required


Procedure requirement
Localize ability rating

Localization means
Detectability rating

Detection means
Failure causes

Failure effects
Failure Modes
Function

1 2 3 4 5 6 7 8 9 10 11 12 13

ICN-B6865-S3000L0083-002-01
Fig 3 Failure Mode Analysis for LSA tabular report

4.2 Failure Mode Analysis for LSA tabular report


It is recommended that a tabular report, which provides all important information and outputs in
a convenient form be issued.
The columns of this table can be populated as sub-processes progress.
An example of Failure Mode Analysis for LSA tabular report is given in Fig 3. Recommendations
for filling in the columns are provided in Table 9.
Note
Header possibly required for purposes of traceability and quality management of the FMA
for LSA has not been included. This header can provide release date, issue number,
author’s name, approval signatures, information required for identification of the
item/replaceable unit, etc.

This tabular report must be tailored according to needs.

The numbers refer to recommendations provided in Table 9.

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Table 9 Recommendations for Failure Mode Analysis for LSA tabular report
Column Description

1 Replaceable/Repairable unit identification:


Item name. This item can be followed by its physical breakdown, provided that
each line contents only one item or sub-part of item. The item name can be
accompanied with or replaced by appropriate reference number or BEI.
2 Function:
Function that the unit fulfills or contributes to
3 LSA failure modes
4 Failure causes:
Cause-to-effect phenomena leading to the failure
5 Failure effects:
Impacts and consequences of the failure, in terms of safety, function availability,
collateral damage, non-compliance with regulations or specifications. This
column is to be used to document effects of an LSA failure mode.
Failure effects are sorted and analyzed as:
Local effects: impacts of the failure on the operation and functions of the
replaceable unit in the breakdown level under consideration. The impacts
include second-order effects resulting from failure. The purpose of this
characterization of local effects in LSA FMEA is to help define
detection/localization criteria of failures.
Next higher effects: impacts of the failure on the operation and functions of the
replaceable unit in the next higher breakdown level. The purpose of this
characterization of next higher effects in LSA FMEA is to help define
detection/localization criteria of failures.
End effects: total effect that the failure has on the operation, function, or status
of the Product.
The purpose of this characterization of failure effects in LSA FMEA is to help
define detection/localization criteria of failures. If necessary, column 5 can be
split in sub-columns to clarify the presentation of the above failure effects.
6 Failure mode ratio (refer to Para 2.2.5)
7 Detectability rating:
Detection rate as assessed in testability analysis (if any and if appropriate) or
rated as in Para 2.3.2.
8 Detection means:
Short description of detection means available for this failure. These means can
be used during normal operating of the system (eg, warning on control panel,
abnormal behavior of the system, perceptible loss of function, functional
symptom) or during a maintenance activity (eg, visual inspection, post-incident
checks, maintenance task, exploitation of BIT reports, physical symptoms).

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Column Description

9 Localize ability rating:


Localization rate as assessed in testability analysis (if any and if appropriate) or
rated as in Para 2.4.2.
10 Localization means:
Short description of means available for localizing the replaceable unit or group
of replaceable units likely to have failed: warnings, BIT reports (especially
initiated BIT which cannot be initiated during normal operation of the system,
use of ground test equipment). This column can be used to document the
signature of the failure.
11 Troubleshooting required:
Yes or no, in accordance with Para 2.5.
12 Procedure requirement:
Short summary or title of the maintenance task. This procedure can be either a
simple procedure if, for example, no troubleshooting is required because failed
unit has been localized without ambiguousness, or a troubleshooting procedure
as described in Para 5.4.
13 Test equipment required:
Short functional description of any additional test equipment found necessary or
helpful to simplify, shorten or facilitate the troubleshooting. This test equipment
can be Built-in Test Equipment (BITE) or separate equipment.

5 Complementary analysis
5.1 Criticality analysis
If applicable and required, a criticality analysis can be carried out to identify critical items, for
which failure would result in unacceptable impact. This analysis would support identification of
scheduled maintenance action that would preclude the critical failures from occurring. Refer to
Chap 10.
After SMA has been completed, no critical item must be left with undetectable possible failures.
Adequate identification means must be implemented to provide adequate traceability between
critical items and drawings, manufacturing, provisioning, technical publication and training. This
is normally part of a safety analysis, which must be interfaced with FMA for LSA in order to
review their consistency.

5.2 Removal criteria


For items that are exposed to progressive deterioration or to wear-out, removal criterion must
be defined in terms of:

− parameter to inspect or to monitor


− threshold for removal or repair action

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5.3 Software failure analysis


This analysis is complementary to physical FMEA and identifies software components liable to
be buggy or defective and also identifies the possible losses of functions and/or apparent
failures of the item (hardware and software) that can be induced by the defects of the software.
Refer to Chap 13.

5.4 Troubleshooting task analysis


Troubleshooting is carried out in the same way as MTA and identifies detailed list of tools,
spares, test equipment, preliminary tasks to perform for accessibility or safety, ingredients and
consumables, repair validation requirements.
This procedure will identify:

− The technical documents that has to be used to perform the troubleshooting (eg, technical
plan, wiring diagram, interface description). These documents will be included, quoted or
summarized in the troubleshooting work card.
− Logical order of the tests to be carried out until the failed replaceable unit is localized
− Possible cross-checks that can help identify and localize the failed unit
− Symptoms to be monitored or recorded during these cross-checks
− Measurements to be carried out to check the physical and/or functional characteristics of
the replaceable units
− Test equipment required by the above measurements
− Expected values for each of these measurements, and signification of unexpected
measures
− Skills and manpower required for the above cross-checks and measurements
− Possible requirement for a specific facility (eg, dark room, dust-free atmosphere) in which
the troubleshooting must be carried out
− Recommended maintenance level, where applicable, at which the troubleshooting must be
carried out
− Removal criteria or repair criteria of each replaceable unit, if they are not already quoted in
the corresponding maintenance procedures
− Reference of maintenance procedures that are to be applied to fix, repair or replace the
failed item

5.5 New test equipment management documents


It is recommended that any test equipment or BIT deemed necessary to improve detection
and/or localization be:

− described in a specification,
− managed through a development and qualification plan,
− adequately mile stoned regarding planning for development of the system itself
− adequately mile stoned so that the test equipment can be taken into account in the
troubleshooting task analysis and in the maintenance procedure

6 Lessons learned
6.1 Undetectable failures
Special attention must be given to troubleshooting analysis of items:

− exposed to failures undetected, or hardly detectable, during operation or routine


maintenance
− whose failure can have hazardous effects
For these items, appropriate periodical inspection or check must be implemented in the
preventive maintenance and/or inspection plan. Also refer to S4000P.

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For failures with catastrophic effects (eg, more severe than hazardous) and, in some cases, for
failures with hazardous effects, this can be performed as part of the SMA, refer to Chap 10. If it
is the case, no special attention is to be paid to undetectable failures during FMA for LSA
process. However, FMA for LSA and SMA must be adequately interfaced to ensure consistency
of definitions, completeness of the failure modes taken into account, and timeliness of analyses.

6.2 Random failures


Random failures can, in some cases, not be detected during the troubleshooting.
This can be incorrectly interpreted as a false alarm generating erroneous failure detection on a
failure-free item. This interpretation is flawed, given that a failure actually occurred, even if it is
not detected again on replay.
The particular form of troubleshooting induced by random failures can generally not be
addressed by FMEA and is therefore out of the scope of this FMA for LSA procedure. It can be
addressed and managed through a specific procedure established on a case-by-case basis
upon detection of such a failure.

6.3 Influence on design


Unsolvable troubleshooting can lead to propose modifications of design, such as:

− adding test sockets


− enhancing accessibility so that a given test equipment or tooling can be used for
troubleshooting
− improving testability and/or detectability
Such possible influence on design must be appropriately managed and allocated appropriate
milestones in the design process, especially if a requirement for new BIT or test socket is
deemed necessary to improve detection and/or localization. Refer to Para 2.3.3.

6.4 Failure rates and FMR


The failure rates and FMR possibly provided by the FMEA can be used to assess which failure
cause or failure mode is the most liable to occur leading to the failure. This can be useful to
propose an order of priority among the checks and tests to be carried out as part of the
troubleshooting process.
However, in several cases this order of priority is dictated by accessibility reasons or by costs.

6.5 Limits of software failure analysis


This analysis, if carried out, usually does not help rating the failure occurrence probability.
In some cases, this rating can be assessed from quality insurance levels applied during the
development of the software, or from knowledge and confidence level placed in the provider.
Importantly, a software failure is generally not associated with a failure rate, given that software
failures are not time-related. Software failures, if any, generally occurs during initial
deployments of the system and are progressively corrected through a maturity plan or a Product
quality improvement plan. Software failure is therefore often considered as a defect that is
discovered after it is corrected, and so, it does not reoccur.
For these reasons, software failure can be considered as highly unlikely, or better, on mature
systems. Support and maturation of software are addressed in Chap 13.

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Chapter 8

Damage and special event analysis

Table of contents Page


Damage and special event analysis .............................................................................................. 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 2
1.4 Terms, abbreviations and acronyms ............................................................................... 2
2 Analysis logic ................................................................................................................... 3
3 DSE analysis process ...................................................................................................... 3
3.1 Identification of special events......................................................................................... 3
3.2 Identification of potential damages .................................................................................. 5
3.3 Define element or part of the Product concerned............................................................ 6
3.4 Criticality analysis ............................................................................................................ 7
3.5 Identification of maintenance task requirements ............................................................. 7
4 Inputs ............................................................................................................................... 7
4.1 Product breakdown .......................................................................................................... 7
4.2 Description of Product usage .......................................................................................... 8
4.3 Statistical elements on special events ............................................................................. 8
4.4 Product definition ............................................................................................................. 8
5 Outputs ............................................................................................................................ 8
5.1 Damage and special event analysis tabular report ......................................................... 8
5.2 Influence on design ....................................................................................................... 10
5.3 Lessons learned ............................................................................................................ 10

List of tables
Table 1 References ....................................................................................................................... 2
Table 2 Terms, abbreviations and acronyms ................................................................................ 2
Table 3 Causes of events ............................................................................................................. 4
Table 4 Probability of occurrence of special events ..................................................................... 5
Table 5 Technology behavior knowledge rating ........................................................................... 5
Table 6 Technology sensitivity rating ............................................................................................ 6
Table 7 Recommendations for damage and event analysis tabular report .................................. 9

List of figures
1 General flow chart of damage and special event analysis application logic ................... 3
2 Technology/damage evaluation rating ............................................................................ 6
3 Damage and event analysis tabular report ...................................................................... 9

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References
Table 1 References
Chap No./Document No. Title

Chap 3 LSA Business process


Chap 4 Configuration management in LSA
Chap 12 Maintenance task analysis
Chap 21 Terms, abbreviations and acronyms

1 General
1.1 Introduction
Maintenance activities which are caused by damages or special events which occur during
normal operation of the Product must be taken into consideration as an important part of the
overall maintenance concept. After the identification of these activities they are analyzed in
detail by an MTA as described in Chap 12.

1.2 Objective
A methodology for identifying and justifying the maintenance tasks appropriate when a damage
or a special event occurs to a Product is given here.
In-service feedback on similar Products in operation can be used to directly identify
maintenance requirements for damages and special events that also can occur on the new
Product. The use of this information can shorten the Damage and Special Event (DSE) analysis
process.

1.3 Scope
Throughout the service life of a Product, DSE analysis can occur to the Product itself and/or the
technology the Product uses. The analysis required to understand, assess and minimize these
DSEs, is given here.

1.4 Terms, abbreviations and acronyms


Definitions of terms that are specific to DSE analysis are given in Table 2. The complete set of
LSA terms, abbreviations and acronyms is given in Chap 21.

Table 2 Terms, abbreviations and acronyms


Term Definition

Damage A loss or reduction of functionality, excluding inherent failure (intrinsic


reliabilities). Normally a maintenance task will be required. Damages can
be grouped into damage families. For example, scratches, dents and
cracks can be grouped as a typical damage family for structures. These
damage families are typical candidates for a standard repair procedure.
External cause A cause is described as external when an event independent of Product
usage occurs.
Internal cause A cause is described as internal as a result from Product usage alone.

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Term Definition

Special event An event that occurs during a Product's life that cannot be considered as
normal operation. It can be due either to external causes (eg
meteorological phenomenon) or due to out of bound use (eg over-G
maneuver of an aircraft).

2 Analysis logic
DSE analysis identifies maintenance task requirements that are justified by the identification of
special events or potential damages. Refer to Fig 1.

Product usage approach Technology approach

Identify special events to Identify potential damages to


be considered be considered

maintenance task justification

Identify element or part of the product concerned

Identify maintenance task requirement

ICN-B6865-S3000L0068-002-01
Fig 1 General flow chart of damage and special event analysis application logic

3 DSE analysis process


The DSE analysis involves five processes. These are:

− Identification of special events. Refer to Para 3.1


− Identification of potential damage. Refer to Para 3.2
− Definition of elements or parts of the Product. Refer to Para 3.3
− Criticality analysis. Refer to Para 3.4
− Identification of maintenance task requirements. Refer to Para 3.5

3.1 Identification of special events


This analysis process is based on a simple Product usage analysis. It identifies the different
possible causes and analyzes them through each phase of the Product life to determine
whether they can lead to a special event or not. This process follows five steps:
Step 1: List the different causes that can produce an event.
Events can be due to external or internal causes and affected by natural phenomenon or
humankind. Table 3 provides examples of different types of causes. It is recommended that a
more complete table be developed for each project.

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Table 3 Causes of events


Types of causes Examples

External Natural phenomenon Meteorological


causes Animal
Stones, trees, etc.
Caused by humankind Combat threat
Material maneuver
Caused by operation environment Electromagnetic field
Salt/ sand/pollution laden atmosphere
Caused by transport and storage Shocks, movements and vibrations
conditions (sea, air, truck, rail, etc) Depressurization
Internal Caused by unusual use Over operational limits like "hard
causes landing", "over-g maneuver"
Caused by internal dysfunction Excessive heat
Excessive pressure
Excessive vibration

Step 2: Identify each usage phase of the Product.


Product usage phases are, for example, operation, maintenance, storage or transport. If
necessary, each usage phase can be subdivided into subphases (eg for an aircraft: take off,
flight and landing).
Step 3: Apply pertinent type of causes to the different phases of Product life to identify all
possible events.
Examples of special events due to an external cause:

− Impact on external skin due to ground handling equipment during servicing


− Impact on external skin due to cargo handling equipment during transportation preparation
− Multiple impacts due to hail
− Impacts on inner external skin due to runway debris during take off
− Lightning strike
Examples of special events due to an internal cause:

− Water entrapment due to a leak


− Excessive stress on a tank structure due to dysfunction of pressure relief valve during a
refueling operation on ground
− Excessive temperature in a bay in case of warm air leak
− An unexpected wear-out of mechanical parts
Step 4: Analyze each possible event in order to characterize its probability of occurrence.
For some special events a quantitative approach can be applied based on feedback from
previous similar Products. For example: number of bird strikes happening every year.
When it is not possible to get sufficient statistics, a qualitative approach can be applied, refer to
Table 4.

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Table 4 Probability of occurrence of special events


Rating Occurrence Description

1 Extremely unlikely A special event whose probability of occurrence is


essentially zero
2 Remote likelihood A special event whose probability of occurrence is unlikely.
Rare numbers of special events are likely to happen.
3 Occasional A special event whose probability of occurrence is
occasional. A few special events are likely to happen.
4 Reasonably probable A special event whose probability of occurrence is moderate.
A certain number of special events are likely to happen.
5 Frequent A special event whose probability of occurrence is very high.
This special event is almost certain to occur.

Step 5: Depending on the occurrence rating from Step 4, categorize the special event as
maintenance significant or no further analysis is required. Refer to Para 3.3. The rating level can
be used to determine a threshold for tailoring analysis activities.

3.2 Identification of potential damages


This analysis process involves the evaluation of the behavior of technology used in the Product
design. Experience shows that technologies used can be more or less sensitive to damage. The
approach consists of identifying the technologies used on the different subsystems/items of the
Product and analyzing them from two points of view. These are:

− Is the technology well known or new?


− Is the technology damage proof or sensitive to damage?
Identify the potential damage to be considered using the following methodology:
Step1: For all subsystems/items of the Product, identify the technologies used and characterize
them regarding knowledge of their behavior.
A qualitative approach to characterize this knowledge is given in Table 5. The grade of accuracy
of the rating can be tailored according to the project requirements.

Table 5 Technology behavior knowledge rating


Rating Technology behavior Description
knowledge

1 Well known This technology has been used on many similar projects
2 Known This technology has been used on similar projects but has
been marginally modified for the intended projects
3 Quite new This technology has been already used on similar recent
projects but very little feedback is available

Step 2: Evaluate the sensitivity of the technology.


For each technology identified in Step 1, identify the possible damage types that can occur. For
example:

− Corrosion on metallic parts (general, galvanic or other types of corrosion)

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− Stress corrosion on a metallic assembly with constraints installed


− Delaminating or humidity absorption on composite material
Evaluate its sensitivity to damage types in relation with possible damage sources.
A qualitative approach to characterize this sensitivity is given in Table 6. The grade of accuracy
of the rating can be tailored according to the project requirements.

Table 6 Technology sensitivity rating


Rating Sensitivity degree Description

1 Extremely low This technology has an extremely low chance of


damage during Product life
2 Low This technology has a very low chance of damage
during Product life
3 Medium This technology has a low chance of damage during
Product life
4 High This technology is likely to be damaged during Product
life
5 Extremely high This technology is very likely to be damaged during
Product life

Step 3: Select the association technology/potential damage suitable for further analysis.
A selection threshold can be identified by combining the technology behavior knowledge rating
and the technology sensitivity rating. Refer to Fig 2. The selection threshold can be adjusted
depending on the needs of the individual project.

Sensitivity

1 2 3 4 5

1 1 1 2 3 4
Technology
2 1 2 3 3 4
behavior
3 2 3 4 4 4

ICN-B6865-S3000L0088-001-01
Fig 2 Technology/damage evaluation rating

3.3 Define element or part of the Product concerned


There is a link between the two approaches (special event and technology behavior), which can
be described in terms of the item’s potential for damage as:

− A relevant special event that can generate damage to an item that is made with sensitive
technology
− An element made with sensitive technology that can be damaged because of a special
event
The two approaches are complementary and identify potentially damageable items that can be
encountered during Product life. A four step process can be used to identify these items:
Step 1: For each special event selected, identify the affected items of the Product breakdown.

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Step 2: For each association technology/damage selected, identify the affected items of the
Product breakdown.
Step 3: For each item of the Product breakdown identified at the previous steps, analyze the
installation area/design to evaluate exposure to the different threats. For example, level of
exposure to corrosion depends on where the structural part is located. An item in a landing gear
bay is very exposed to corrosion while a watertight bay that is very rarely opened is significantly
less exposed to corrosion.
Step 4: Using the results of the previous steps, decide for each potentially damageable items
whether or not it is suitable for further analysis.

3.4 Criticality analysis


In order to focus on the most significant special events /damages, it is recommended that a
criticality analysis be considered.
For each potentially damageable item evaluate the criticality in terms of impact on the Product
service life by asking:

− Does the damage result in lowering safety level?


− Does the damage result in lowering availability?
− Does the damage result in significant ownership deterioration?
− Does the damage result in significant cosmetic deterioration?
Note
This list of questions in not extensive. Projects can have other questions that are peculiar to
the project.

3.5 Identification of maintenance task requirements


The previous analysis process have identified and selected the significant items of the Product
breakdown affected by a special event or a possibility of being damaged during service life.
Each significant item and event must now be analyzed to determine the corresponding
maintenance requirements.
This analysis involves identifying the different maintenance tasks required to be able to:

− Detect, localize, measure or follow each damage that can occur (eg visual inspection, non
destructive test)
− Restore the function of the element (eg remove and replace task, repair task, refurbish
task)
Some items can be grouped into families and associated damages are candidates for standard
repair procedures (eg standard repair procedures for structural parts, standard repair
procedures for wiring)

4 Inputs
The DSE analysis requires four inputs. These are:

− Physical breakdown. Refer to Para 4.1.


− Product usage description sheet. Refer to Para 4.2.
− Statistical elements on special events. Refer to Para 4.3.
− Product definition. Refer to Para 4.4.

4.1 Product breakdown


The Product breakdown provides a structured representation of the Product given by eg
systems, subsystems, breakdown elements and parts. Refer to Chap 4.

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4.2 Description of Product usage


Within the ORD and CRD, Product usage is described in detail. These documents provide
information like operation environment and maintenance situation. Refer to Chap 3.
Note
If an ORD and CRD are not available, the description of Product usage must be
documented in an alternate way, eg a simple Product usage description sheet.

4.3 Statistical elements on special events


This is feedback from previous similar projects that quantify the occurrences of special events.

4.4 Product definition


Elements of the Product definition needed are those associated with the technologies used in
the different Products, systems, subsystems and items.

5 Outputs
The DSE analysis provides three outputs. These are:

− A special event analysis tabular report. Refer to Para 5.1.


− Influence on design. Refer to Para 5.2.
− Lessons learned. Refer to Para 5.3.

5.1 Damage and special event analysis tabular report


It is recommended that a tabular report be developed that provides all information and outputs
in a readable format. It is recommended that these results be recorded be recorded in an LSA
database in order to keep the traceability of maintenance task requirements.
An example of a DSE analysis tabular report is given in Fig 3. A description of each column is
contained in Table 7.
Note
Although not shown in Fig 3, it is recommended that, header information to including
release date, issue number, author’s name, approval signatures, information required for
identification of the maintenance task and other project identifiers, be included in the report.
This tabular report can be tailored to meet the project requirements.

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Maintenance task requirement


Exposure evaluation rating
Special event description

Special event occurrence

Criticality analysis result


Technology description

Technology/damage
Damage description
Significant element

evaluation rating
identification

rating
1 2 3 4 5 6 7 8 9

ICN-B6865-S3000L0069-002-01
Fig 3 Damage and event analysis tabular report

Table 7 Recommendations for damage and event analysis tabular report


Column Description

1 Significant element identification


Element name. This element name can be followed by its breakdown element
identifier. Some elements (typically structural elements) can be grouped into
families in order to minimize the number of entries in the table.
2 Special event description
The special event is described by a complete name. The special event can affect
more than one element of the breakdown structure. In this case identify each one
on a different line.
3 Special event occurrence rating
Give the rating and description of occurrence.
4 Technology description
Give a short technical description of the technology. The technology can e
associated with more than one element of the Product breakdown. In this case try
to group them by families in order to minimize the number of entries.
5 Damage description
Give a short description of damage. If there are multiple damages that can affect
the same element then identify each one on a different line.
6 Technology/damage evaluation rating
Give the rating and description explaining the rating in terms of sensitivity and
newness.
7 Exposure evaluation description
Give a short technical description of the location of the element identified and how
it is exposed to threats.

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Column Description

8 Criticality analysis result


Describe the justification of importance of damage regarding its impacts.
9 Maintenance task requirement
A short summary or title including the type of maintenance task and the element to
which it applied. If more than one maintenance task is needed to cover the same
element then identify each one on a different line. Conversely, the same
maintenance task can address more than one element or damage. This is typically
the case of a standard repair procedure.

5.2 Influence on design


Early in the project development/design process there is the opportunity to influence the design
from the standpoint of special events and damage occurrences. Design modifications can
reduce or eliminate special events and damages, for example:

− Adding protection
− Enhancing accessibility/removals
− Changing the technology
Such possible influences on design must be documented and managed as mile stones in the
design process.

5.3 Lessons learned


This section can give examples of best practices or bad experiences to be taken into account
for future studies.

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Chapter 9

Logistics related operations analysis

Table of contents Page


Logistics related operations analysis ............................................................................................. 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
2 Logistics relevant operations ........................................................................................... 3
2.1 Product usage supporting aspects .................................................................................. 3
2.1.1 Preparation for usage ...................................................................................................... 3
2.1.2 Servicing .......................................................................................................................... 3
2.1.3 Adjusting .......................................................................................................................... 4
2.1.4 Weighing .......................................................................................................................... 4
2.1.5 Loading and unloading .................................................................................................... 4
2.2 Packing, handling, storage and transport aspects .......................................................... 5
2.2.1 Packing and unpacking ................................................................................................... 5
2.2.2 Handling ........................................................................................................................... 5
2.2.3 Storage ............................................................................................................................ 5
2.2.4 Stacking ........................................................................................................................... 6
2.2.5 Lifting ............................................................................................................................... 6
2.2.6 Transportation.................................................................................................................. 6
2.2.7 Mooring ............................................................................................................................ 7
2.2.8 Shoring ............................................................................................................................ 7
2.3 Role change..................................................................................................................... 7
2.4 Deployment...................................................................................................................... 7
2.5 Software and data aspects .............................................................................................. 7
2.6 Product or system recovery ............................................................................................. 7
2.7 Special scheduled maintenance ...................................................................................... 8
2.8 Disposal and recycling ..................................................................................................... 8
2.9 Extraordinary logistics relevant operations ...................................................................... 8
3 Documenting logistics relevant operations tasks ............................................................ 8
3.1 LSA database aspects ..................................................................................................... 8
3.2 Operational and customer requirements as a source ..................................................... 8
4 Checklist of logistics relevant operations tasks ............................................................... 8

List of tables
1 References ...................................................................................................................... 2
2 Checklist for logistics related operations analysis ........................................................... 9

List of figures
1 Logistics related operations analysis within technical documentation ............................ 2
2 Typical servicing tasks ..................................................................................................... 4
3 Typical PHST tasks ......................................................................................................... 5

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References
Table 1 References
Chap No./Document No. Title

Chap 3 LSA Business process


Chap 10 Scheduled maintenance analysis
Chap 13 Software support analysis
Chap 17 Disposal
S1000D International specification for technical publications using
a common source database

1 General
1.1 Introduction
Beside the activities concerning maintenance and repair of a Product, there are additional
aspects concerning the operation and the handling to be considered. Logistic relevant
operations are tasks, which cannot be assigned to an area of direct usage of a Product
(documented in operating instructions) or an area of maintenance (documented in maintenance
manual). However, these tasks can be of importance for the proper usage of any Product. Many
aspects such as ease of operation, usability, flexibility of usage or mobility are restricted by
logistics relevant operations tasks. The border between pure usage of a Product and the
logistics relevant operations is subjective and it must be decided individually for each project,
how and where these aspects will be documented. Sometimes it can be difficult to assign a
maintenance task exactly to one of these two areas.
It is recommended to clarify at an early stage of any project, the responsibility of both,
performance of logistic analysis and documentation of logistics relevant operations.

Technical documentation

User
Usermanual
manual Logistics
Logistics Maintenance
Maintenance
relevant
relevant manual
manual
operations
operations

Logistics relevant
operations analysis
ICN-B6865-S3000L0039-001-01
Fig 1 Logistics related operations analysis within technical documentation
All tasks that are identified by the logistics relevant operations analysis will close the possible
gap between user manual and maintenance manual. Refer to Fig 1.

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1.2 Objective
This chapter is a guideline for identifying relevant operational activities. It is directed to the
logistics personnel responsible for analyzing the logistics relevant operational tasks. To support
the analyst, a detailed list of potential operational or handling activities is provided in Para 4.

1.3 Scope
In the following paragraphs the typical logistics relevant operations are described in more detail
to explain the concept. The collection of examples is limited to the most common tasks. There
can be more activities, especially in relation to environmental conditions (eg preparation for
transport under extreme climatic conditions such as an arctic environment). For each example a
short description is given along with special aspects to be considered.

2 Logistics relevant operations


The identification of logistics relevant operations, including the requirements concerning
personnel, support equipment, consumables, spare parts, facilities and required training, is an
important area of logistics analysis activities. Some of the tasks require very early consideration
in the development life cycle and some can be considered later, eg when a prototype of the
Item under Analysis (IuA) is available.

2.1 Product usage supporting aspects


The activities that support the usage of the IUA are described in the following paragraphs.

2.1.1 Preparation for usage


The tasks required to prepare a Product for usage/operation can include, for example, the
exchange of equipment to provide a special capability. In addition to the modification of the
Product by changing some pieces of equipment, it can be possible that peripheral
Products/components must be prepared for proper usage.
Typical preparation tasks can be classified as servicing tasks, (eg the cleaning of windows
before driving a vehicle). Others are typical preparation tasks, which describe the complete
conversion of a Product for another use case, such as the change of the tooling within a
machine to produce a new product line. Typical examples for tasks concerning preparation for
usage, which can taken into account by Logistics Relevant Operations Analysis, are:

− Preparation of machines for new production segment (eg by exchange of tooling or dies)
− Role change of a vehicle (role change of a normal transport vehicle to an ambulance
transport vehicle)
− Preparation of an aircraft for a reconnaissance mission by installing special equipment
− Preparation of a ship including the required equipment for sailing

2.1.2 Servicing
The term servicing can describe a wide range of tasks performed on a Product, also in
connection with usage preparation, refer to Fig 2. Other aspects are handling after usage or the
upkeep of the Product. This includes, for example, a simple visual inspection for foreign objects
during washing or cleaning procedures as well as simple visual inspections concerning damage
or the general condition of equipment (eg condition of tires).

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Washing Cleaning Polishing Upkeep Preservation

Check of
Fuels / liquids Lubrication Oil change Rinsing
fill levels

Draining Bleeding Desalination Visual checks others …

Servicing tasks
ICN-B6865-S3000L0040-001-01
Fig 2 Typical servicing tasks
Servicing tasks must be included in the Maintenance Task Analysis (MTA) to identify the
requirements. Servicing tasks can have an important impact on resources, such as personnel,
support equipment (eg for lubrication), consumables and facilities (eg washing facilities with oil
separator and water recycling equipment). Typical examples for servicing tasks are:

− Washing an engine
− Gear lubrication
− Changing engine oil
− Product polishing and following preservation
− Bleeding brakes
− Changing hydraulic liquid
− Replenishing fluids
− Desalination and rinsing equipment after diving

2.1.3 Adjusting
The typical adjust tasks can also be performed in connection with preparation for usage.
Product functionality is not changed, but precision and quality considerations are addressed as
preconditions for the usage of the Product. Typical examples for tasks in connection with
adjusting are:

− Leveling of the entire Product as a basic task


− Calibration of measuring instruments
− Adjustment of the sight of a gun

2.1.4 Weighing
The analysis of weighing tasks involves the preparation of the IUA for weighing and the
procedure itself. This includes information on the weighing equipment to be used. The purpose
of the weighing procedure must be defined and agreed to between the contractor and the
customer (eg weighing as a mission preparation task or a task to establish proof of specification
requirements of the Product).

2.1.5 Loading and unloading


Loading and unloading procedures must be analyzed for each Product that can be used for the
transport of cargo. This information must be collected in an early stage in the development life
cycle. Examples of loading and offloading techniques, interior layout, floor loadings, location
and strength of lashing points, methods of stowing and securing, capacities and dimensions of
compartment and doors must be documented carefully. These include:

− What kind of cargo is planned to be transported?


− Which size and weight parameters must be considered?
− Is the expected cargo sensitive to special impacts (acceleration, magnetic or electric fields,
pushes, humidity, etc.)?

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− Is the cargo critical or even dangerous in case of improper handling?


− What type of cargo securing (lashing and lashing points, stowing) is required?
− Will a container concept be employed?
− Are special loading devices required because of the type of the load (eg rolling devices)
The requirements for special support equipment for loading and unloading must be addressed,
too. These include:

− Is it necessary to use special support equipment or vehicles for the loading/unloading?


− Is special support equipment required to secure the cargo?

2.2 Packing, handling, storage and transport aspects


Fig 3 shows an overview of activities as packing, handling, storage and transport (PHST) during
other than normal use of the Product.

Packing Conservation Safety precautions Storage Transportation

Towing Parking Winching Stacking Mooring

Securing Shoring Container concept Lifting others …

PHST aspects (packing, handling, storage, transportation)


ICN-B6865-S3000L0041-002-01
Fig 3 Typical PHST tasks

2.2.1 Packing and unpacking


A packing concept for the IUA and/or for components includes the following:

− Is packing required for short term storage and/or for long term storage?
− Is packing required for transportation and what kind of transportation will be carried out?
− Is a special container required for storage or transport?
− Is special preservation required because of extreme climatic conditions during the storage
or transportation period (eg sea transport)?
− Is it required to unpack and repackage the IUA during transportation or storage period, for
example, to perform maintenance activities (storage tasks)?
− What is required for the unpacking and removal of preservation concerning support
equipment and facilities?

2.2.2 Handling
Handling tasks for the IUA includes the following:

− Safety precautions and limitations due to handling


− Instructions necessary to park, tow, winch or move the IUA in any way, other than normal
usage
− Instructions necessary to jack the IUA including eg jacking points, required adapters,
supports for special components, balance weights, jacking procedures
− Additional equipment and materials required when handling the IUA (eg tow bars or cables)

2.2.3 Storage
To guarantee product functionality during a storage period and at the conclusion of storage,
storage procedures must be analyzed and documented. These include:

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− Is the required storage considered long term storage or short term storage solution?
− Is the Product/component to be stored of special sensitivity?
− Is it necessary to remove components from the Product to be stored and to store these
components separately under special conditions?
− What type of inspection and preventive maintenance is required to safeguard structural and
system integrity during storage (eg wheel rotation, provision with electrical power, engine
running, and pressure checks)? Provide a timescale for such in-storage maintenance.
− Are there any extreme climatic conditions which are expected during storage period (heat,
frost, humidity)?
− Are there any special techniques required for entry into storage (eg cleaning and
preservation, fluid system draining/replenishing, static grounding, protective blanking,
removal of special components)?
− Are there any special techniques required for removal from storage and to return to usage
(eg cleaning and removal of preservation, fluid system replenishing, re-installation of special
components, functional checks, preparation for usage)?
− What kind of securing is required during the storage period (eg mooring, blocking of
movable components, securing against light in a dark storage place)?
− Is it necessary to consider the storage time in connection with the life of the stored
Product/component?

2.2.4 Stacking
A special aspect of storage and transportation of any Product/component is stacking. It is
essential that the safety requirements for stacking for storage or transport are addressed. For
example, the impact of external events such as pushing must especially be analyzed for
storage.

2.2.5 Lifting
A lifting concept must include all necessary procedures to lift the IUA with corresponding hoist
devices, cranes, jacks or slings because of:

− Lifting for transportation or loading purposes


− Lifting for repair or maintenance purposes
− Lifting for recovery
In addition to the lifting of the complete Product, the lifting of components must also be
considered (eg the lifting of the engine of an aircraft).

2.2.6 Transportation
Based on customer requirements, the analysis of the transportability of the Product must
include:

− What is the effort and duration of the preparation for transport and for recovery after
transport?
− What are the requirements for preparation for transport and for recovery after transport
concerning personnel, tools, consumables, and facilities?
− What are the additional environmental requirements for transportation under special
conditions (eg extreme climatic conditions such as sea transport, sandy desert environment,
humidity, heat, frost)?
− What are the additional safety requirements for transportation under special conditions (eg
mooring within a transport aircraft in case of air transport)?
− What are the required servicing actions during the transportation period (especially during
long journeys)?
− Is it necessary to remove components for transportation or to disassemble the entire IUA
down to a specific level?
− Should a container concept be considered?
− Is the usage of sledges and/or pallets acceptable?

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2.2.7 Mooring
Analysis of mooring tasks for the IUA must be addressed under all weather conditions or for
transportation within any transportation vehicle. Mooring is considered as a long or short term
activity, the purpose of which is to tie down or otherwise secure the IUA to the ground or within
a transportation vehicle to avoid any damage. Also, information such as special techniques
applicable to ballasting, definition of lashing points and installation/use of special support
equipment applicable to mooring must be included.

2.2.8 Shoring
Similar to mooring, shoring must be analyzed concerning shoring points, shoring procedures
and the shoring equipment used during, for example, maintenance, repair and recovery.

2.3 Role change


A Product can be called to cover different duties (eg, a helicopter that can transport personnel
and/or cargo). In this case the logistic relevant operations are focused on the tasks (eg, removal
of seats, removal of intercommunications apparel and installation of specific equipment and
corresponding fixing parts) to be accomplished to change the configuration of the Product to
enable the usage in a special role.

2.4 Deployment
Product deployment may include several task considerations depending on the complexity of
the Product itself or of a system of systems which contains several Products. It can be related to
different activities like just an installation procedure or transportation to the operational area
including preparation, operation set up and test of functionalities before operation. Therefore, a
task analysis must be evaluated for each system considering the following aspects:

− Operational scenario (eg, facility preparation task, installation or preparation to operation


task, personnel skill to deploy the system)
− Transportation capability (eg, fixing procedures tasks, safety procedures)
− Preparation to operation (eg, remote or local set up tasks, calibrating procedures, tuning
procedures)

2.5 Software and data aspects


Logistics relevant operations related to software are addressed in Chap 13.

2.6 Product or system recovery


Recovery analysis must include any information on planned recovery procedures and the
required support equipment needed to recover any IUA from any condition to which it can be
subjected.
Product recovery during the testing phase must be addressed separately. It is important to
guarantee a fast reaction to any unexpected event, where it is necessary to recover the Product
from an undesired condition. It is essential that any action does not endanger personnel or the
environment. A recovery plan for all emergency situations must be detailed enough to avoid
endangering personnel or the environment.
Recovery also includes rescue procedures or safeguarding of an area after a catastrophic
event. All procedures that are necessary to rescue any Product after an accident must be
analyzed before the first usage of the Product. For example, an aircraft performing its first flight
marks a specific risk of a crash. All required activities after a potential crash must be analyzed
and documented carefully before the first usage of the system. Recovery training must be
included as part of the analysis process in order to reduce the risk of extended damage to
personnel or the environment in case of a catastrophic event. All aspects must be covered, eg
an accident on land, in water (eg the foundering of a ship with the requirement to salvage the
wreckage) or within areas that are difficult to access.

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2.7 Special scheduled maintenance


In general, the identification of scheduled maintenance is described in Chap 10. However,
servicing tasks or preparation for usage can also be of a scheduled nature, but are not identified
by the extended Scheduled Maintenance Analysis (SMA). These tasks can be of high impact,
eg for personnel requirements, because they are performed frequently (eg even daily).
Examples include:

− Visual check before the start of usage (eg engine start)


− Visual check after special missions
− Scheduled replenishment of fuel, fluids or other consumables to guarantee proper function
− Cleaning before or after each usage

2.8 Disposal and recycling


Analysis concerning requirements after the life cycle of a Product is of increasing importance.
This includes both the disposal of the Product, and the handling of components and
consumables to be disposed of during the life cycle of the Product. For this reason, these
aspects are described in detail in Chap 17.

2.9 Extraordinary logistics relevant operations


Extraordinary logistics relevant operations must be addressed in the analysis process. These
include but are not limited to:

− Decontaminating a vehicle
− Disinfecting personnel before starting a job
− De-icing an aircraft or ship
− Checking electrical charge
− Checking the strength of magnetic fields during storage
− Completing paperwork for statistical purposes

3 Documenting logistics relevant operations tasks


3.1 LSA database aspects
The identification of any required logistics relevant operation must be documented within the
LSA database eg by using the appropriate information codes from S1000D. It is recommended
that logistics relevant operations tasks be documented at the Product level or the appropriate
breakdown level (use of a mixed physical/functional breakdown provides the most flexibility).
This supports the exchange of data with S1000D for technical publications.

3.2 Operational and customer requirements as a source


In general, the requirements for logistics relevant operations tasks can be derived from the
operational and customer's requirements, which are collected and documented within the
establishment of Product usage data, refer to Chap 3. It is recommended to use the content of
the relevant documents ORD (Operational Requirements Document) and CRD (Customer
Requirements Document) as a first input for the Logistics Relevant Operations Analysis. Each
aspect concerning usage of the IUA, which can be found in the ORD or CRD, can trigger the
requirement for a logistics relevant operations task.

4 Checklist of logistics relevant operations tasks


Table 2 provides an alphabetical checklist for potential relevant activities.

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Table 2 Checklist for logistics related operations analysis


Activity Analysis Probable large Probable large Probable
recommended at impact on impact on large
which phase requirement for requirement for impact on
facilities special support design
equipment

Adjusting When necessary No Possible No


Bleeding When necessary No No No
Calibration When necessary No Yes No
Checking When necessary No No Possible
Cleaning Early phase Yes Possible No
Conservation Early phase Yes Possible No
Container When necessary No No Possible
concept
Conservation Early phase Yes No No
removal
Desalination When necessary No No No
Disposal Early phase Possible Yes Yes
Draining When necessary No Possible Possible
Jacking Early phase Possible Yes Yes
Leveling Early phase Possible Possible No
Lifting Early phase Possible Yes Possible
Loading cargo Early phase Yes Yes Yes
Loading data Early phase Yes Possible No
Loading When necessary No Possible No
Software
Lubrication When necessary No Possible Possible
Mooring When necessary No Yes Yes
Oil Change When necessary No No No
Packing When necessary Possible Possible No
Parking When necessary Possible Possible No
Polishing When necessary No Possible No
Preservation Early phase Possible Possible No
Recovery Early phase No Possible Possible
Recycling When necessary Possible Possible Yes
Replenishment When necessary No Possible Possible

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Activity Analysis Probable large Probable large Probable


recommended at impact on impact on large
which phase requirement for requirement for impact on
facilities special support design
equipment

Rinsing When necessary Possible No No


Safety Early phase Possible Possible No
precautions
Securing When necessary No Possible Possible
Shoring When necessary No Possible Possible
Stacking When necessary No Possible No
Storage Early phase Yes Possible No
Towing When necessary No Yes Possible
Transportation Early phase Possible Yes Possible
Unloading cargo Early phase Possible Yes Yes
Unloading data When necessary No Possible No
Unloading When necessary No Possible No
Software
Unpacking Early phase Possible Yes No
Upkeep Early phase Possible Possible No
Washing Early phase Possible Possible No
Weighing Early phase Possible Yes No
Winching When necessary No Possible No

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Chapter 10

Development of a scheduled maintenance program

Table of contents Page


Development of a scheduled maintenance program ..................................................................... 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
2 Development of a PMTR ................................................................................................. 3
2.1 System analysis ............................................................................................................... 3
2.2 Structure analysis ............................................................................................................ 4
2.3 Zonal analysis .................................................................................................................. 4
3 Thresholds, intervals and trigger events for a PMTR ...................................................... 4
3.1 General ............................................................................................................................ 4
3.1.1 PO threshold .................................................................................................................... 4
3.1.2 PE interval ....................................................................................................................... 5
3.1.3 Combination of PO threshold and PE intervals ............................................................... 5
3.1.4 Trigger events .................................................................................................................. 5
3.1.5 More than one PE interval in parallel............................................................................... 6
3.2 PMTR with threshold, intervals or trigger events from other sources ............................. 7
4 PMTR transfer to LSA tasks ............................................................................................ 7
4.1 Transfer of PMTR out of system analysis ....................................................................... 7
4.2 Transfer of PMTR out of structure analysis ..................................................................... 7
4.3 Transfer of PMTR out of zonal analysis .......................................................................... 7
4.4 LSA activities for a transferred PMTR ............................................................................. 8
5 PMTR packaging ............................................................................................................. 8
5.1 Preparation of the PMTR packaging ............................................................................... 8
5.2 Development of an operator maintenance program ........................................................ 9
5.3 Packaging process for PMTRs ...................................................................................... 11
5.3.1 General aspects............................................................................................................. 11
5.3.2 Impact of maintenance level on master task packages................................................. 12
5.3.3 Predefined master task packages ................................................................................. 14
5.4 Adaptation of a PMTR interval type and/or numerical interval value ............................ 14
5.4.1 General aspects............................................................................................................. 14
5.4.2 Summary of PMTR interval adaptation.......................................................................... 16
5.5 Maintenance task analysis for master task packages ................................................... 17
6 In-service maintenance optimization ............................................................................. 18

List of tables
1 References ...................................................................................................................... 2
2 General interval adaptation rules................................................................................... 15

List of figures
1 PO threshold .................................................................................................................... 5
2 PE interval ....................................................................................................................... 5

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3 PO threshold and PE intervals dependent from each other ............................................ 5


4 Triggers ............................................................................................................................ 6
5 More than one PE interval for a preventive maintenance ............................................... 7
6 Process overview from PMTR via LSA tasks to master task packages ........................ 10
7 Traceability of scheduled maintenance tasks with intervals .......................................... 11
8 Initial distribution of PMTR depending on maintenance level ....................................... 13
9 Clustering of PMTRs to support the identification of master intervals........................... 14
10 Principles for interval modification ................................................................................. 15
11 Integration of single PMTR LSA tasks into master task packages................................ 17

References
Table 1 References
Chap No./Document No. Title

Chap 11 Level of repair analysis


Chap 12 Maintenance task analysis
Chap 14 Life cycle cost considerations
Chap 21 Terms, abbreviations and acronyms
S1000D International specification for technical publications using
a common source database
S4000P International specification for developing and
continuously improving preventive maintenance
ATA/A4A MSG-3 Operator/Manufacturer Scheduled Maintenance
Development
DEF-STAN 00-45 Part 3 Using Reliability Centered Maintenance to Manage
Engineering Failures, Part 3, Guidance on the Application
of Reliability Centered Maintenance
MIL-STD 1843 Reliability-centered maintenance for aircraft, engines and
equipment
MIL-STD 2173 Reliability-centered maintenance for naval aircraft,
weapon systems and support equipment

1 General
1.1 Introduction
Preventive maintenance of a Product comprises scheduled maintenance tasks with intervals to
achieve continued Product safety, law conformity, environmental integrity, operational/mission
availability and best economic feasibility during a Product’s in-service phase. Product integrated
Built-In-Test (BIT) capacities and the collection and evaluation of condition and health
monitoring data can minimize but not exclude scheduled maintenance of a Product during its in-
service phase.
Preventive Maintenance Task Requirements (PMTR) with intervals result from the application of
analysis methodologies like S4000P or alternative methodologies. These PMTRs must be
consolidated prior to the data entry into the LSA database.

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Within the LSA database, all PMTRs must be allocated to effective task packages with certain
numerical interval values and interval types in order to reduce the total maintenance effort for a
Product. Packaging solutions and rules must be in accordance with this chapter. When the
packages are complete, a Maintenance Task Analysis (MTA) must be carried out for each of the
final packages. Refer to Chap 12.

1.2 Objective
The objective of this chapter is to define the process and rules for developing a Product’s
common Operator Maintenance Plan (OMP) for carrying out the resulting scheduled
maintenance tasks originally required by the PMTRs.

1.3 Scope
This chapter describes the process for developing the common OMP for a Product based on the
PMTRs with their original numerical interval values and original interval types. The traceability
from each PMTR and its additional task-specific parameters to the resulting scheduled
maintenance task within a scheduled task package of the common OMP is essential. If there
are any updates, changes and/or supplements to the Product design or in case of application of
an In-Service Maintenance Optimization (ISMO, refer to S4000P), the process described in this
chapter must be applied again prior to any data transfer to and/or update to the LSA database.
Based on the proposal of task packages provided by the Product manufacturer and on user
inputs and decisions (including usage data), a user-specific OMP must be elaborated in a
subsequent work step. This user-specific OMP is the prerequisite for preparing the Product’s
technical publications. Refer to S1000D.
In addition to the above mentioned process an MTA of all scheduled maintenance task
packages must be conducted to determine the more realistic scheduled Product maintenance
effort. For example, identical subtasks performed in multiple scheduled tasks of the same
maintenance task package can be eliminated.

2 Development of a PMTR
Analysis specifications such as S4000P, DEF-STAN 00-45 Part 3, ATA/A4A MSG-3, MIL-STD
1843 or MIL-STD 2173 contain three analysis methodologies covering the complete Product
under analysis in parallel to Product development activities:

− System analysis
− Structure analysis
− Zonal analysis
Note
The following nomenclature and wording used in this chapter is based on S4000P.
Each of these analysis methods methodologies develops applicable and effective PMTRs with
numerical interval values and interval types.
S4000P also describes interfaces between the analysis methodologies, such as:

− Reuse of Failure Cause (FC) assessment logic from the system analysis also in Zonal
Analysis Modules (ZAM)
− Harmonization of General Visual Inspections (GVI) with intervals on equipment/items
without "stand-alone" requirements with the GVI and the interval of a related zonal
inspection

2.1 System analysis


The system analysis is an analysis methodology for developing applicable and effective PMTRs
for Product systems, including equipment/items. Based on a Product breakdown structure,
these systems are analyzed in a structured and transparent approach, which is comprised of a

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system FMECA and the application of logic diagrams. As far as the development of PMTRs
fails, a feedback to design responsibles must be provided in time if the system or a part under
analysis is deemed to be non-maintainable.

2.2 Structure analysis


The structure analysis is an analysis methodology for developing applicable and effective
PMTRs for the mechanical structure of a Product (eg the body of land vehicles, aircraft
airframes or ship hulls).
The structure analysis in S4000P defines and harmonizes PMTRs for:

− Structure Significant Items (SSI) with or without Significant Details (SD)


− Maintenance relevant structure
− Other structure (including non-critical structures)
Structure analysis takes into account:

− Results from structure fatigue analysis


− Environmental Deterioration (ED) parameters
− Accidental Damage (AD) impacts
Next to the definition of regular scheduled intervals, which are valid from the start of the in-
service phase, threshold intervals can be defined for a selected PMTR. In addition the
performance of a maintenance task satisfying a PMTR can be limited on sampling concepts
and/or fleet leader selection. This limitation must be accepted by responsible regulatory
authorities and/or the Product manufacturer.

2.3 Zonal analysis


In accordance with S4000P, the zonal analysis is composed of different instances of ZAMs:

− Standards Zonal Analysis (ZAM 1)


− Enhanced Zonal Analysis (ZAM 2)
− Lightning/High Intensity Radiation Fields (L/HIRF) Analysis (ZAM 3)
− Additional analysis modules depending on the individual Product under analysis (ZAM X)
Depending on the Product type and its usage scenario, both a complete set of ZAMs and the
corresponding content must be defined and documented, for example, in a Policy and
Procedure Handbook (PPH).
Following the analysis logics in S4000P, all resulting PMTRs are harmonized at the end of each
zonal analysis.

3 Thresholds, intervals and trigger events for a PMTR


3.1 General
For a single PMTR, different types of scheduled thresholds, intervals or trigger events can be
selected:

− Perform Once (PO) thresholds


− Periodical (PE) intervals
− Combination of PO thresholds and PE intervals
− Trigger events in combination with PE
The selected PMTR type must be documented at the respective LSA candidate in the LSA
database.

3.1.1 PO threshold
A task satisfying a PMTR that is defined to be performed only once is characterized by a PO
threshold. For example, a maintenance task to check the wheel nuts after a certain driving

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distance or to check the torque of special screws after a certain time of Product usage. Refer to
Fig 1.

Check wheel nuts


after 500
kilometers

[time, cycles, distance, etc...]


PO threshold
ICN-B6865-S3000L0043-002-01
Fig 1 PO threshold

3.1.2 PE interval
A task satisfying a PMTR that has to be performed repeatedly during the life time of a Product is
characterized by a PE interval. For example, a periodic inspection or a periodic servicing task,
such as an engine oil change. Refer to Fig 2.

Inspection every Inspection every Inspection every


1000 operation hours 1000 operation hours 1000 operation hours

... [time, cycles, distance, etc...]


PE interval PE interval PE interval

ICN-B6865-S3000L0044-002-01
Fig 2 PE interval

3.1.3 Combination of PO threshold and PE intervals


A combination of PO threshold with PE intervals is a common Product maintenance practice, for
example, for Product structures. Both interval data must be documented in the LSA database.
The start of the initial PE interval depends on the maturity of the PO threshold and the
performance of the corresponding maintenance task. Refer to Fig 3.

1st inspection after Inspection every Inspection every Inspection every


500 cycles 1000 cycles 1000 cycles 1000 cycles

... [time, cycles, distance, etc...]


PO PE interval PE interval PE interval
threshold
ICN-B6865-S3000L0045-002-01
Fig 3 PO threshold and PE intervals dependent from each other

3.1.4 Trigger events


A further approach to the fact that intervals can vary over the complete Product life cycle, is the
inclusion of a trigger event. A trigger event determines a period of scheduled maintenance at a
certain interval and starts with another time period with updated intervals and/or with updated
maintenance activities. Refer to Fig 4.

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Inspection every Inspection every


1000 operation hours 600 operation hours

[time, cycles, distance, etc...]


PE interval PE interval PE interval

New PE intervals
after trigger

Trigger for change


of the PE interval

ICN-B6865-S3000L0046-002-01
Fig 4 Triggers
A typical use of a trigger event is the consideration of familiarization, learning phases and
phases after the achievement of a certain life of a Product, when deterioration effects can force
the implementation of a modified scheduled maintenance concept. For example, the In-Service
Maintenance Optimization (ISMO) process described in S4000P can justify a trigger event.
Refer to S4000P.
Note
A trigger event is also able to terminate a PMTR. That means no preventive follow-on task
will be performed after the trigger event.

3.1.5 More than one PE interval in parallel


Depending on the deterioration process impacting equipment/items and leading to FC,
applicable and effective PMTR can be limited to more than one interval type with different
interval values.
In many cases, analysts define, for example, a usage based interval type in parallel to a
calendar based interval type. Depending on the individual usage scenario, one of these interval
types with the corresponding interval value triggers the performance of the preventive
maintenance task prior to the other one. In this case, the PMTR that comes first is the relevant
one.
Example:
A Product manufacturer determines that the engine oil of a vehicle engine either after 20.000
kilometers driven distance (PE interval 1) or after 1 calendar year (PE interval 2) needs to be
replaced. The engine oil is deteriorated by both interval types by different impact parameters. If
the Product’s driven distance is, for example, only 8000 kilometers per year, the calendar based
interval (1 year) launches the scheduled oil replacement. If the Product’s driven distance is
already 20.000 kilometers after only 6 months, the usage based interval (20.000 kilometers)
launches the scheduled oil replacement. Refer to Fig 5

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Oil change every Oil change every Oil change every


20.000 kilometers 20.000 kilometers 20.000 kilometers

... [driven distance]


PE interval 1 PE interval 1 PE interval 1

Oil change Oil change Oil change Oil change


every year every year every year every year

... [calender time]


PE interval 2 PE interval 2 PE interval 2 PE interval 2

ICN-B6865-S3000L0111-001-01
Fig 5 More than one PE interval for a preventive maintenance

3.2 PMTR with threshold, intervals or trigger events from other sources
In addition to the identification of PMTRs based on S4000P analysis methodologies, there are
further sources to justify a PMTR such as:

− Certification Maintenance Requirements (CMR) including (national/international) law-based


requirements and requirements from regulatory authorities
− Requirements from Product safety analysis/Fault Tree Analysis (FTA)
− Fatigue related structural inspections
− Original Equipment Manufacturer (OEM) recommendation/requirements (often a
prerequisite for warranty)
− Best engineering judgment
− Experience from other projects
− Individual user selected PMTRs
− Recommended scheduled activities during storage periods

4 PMTR transfer to LSA tasks


4.1 Transfer of PMTR out of system analysis
PMTRs identified in a system analysis are allocated to the Breakdown Element Identifier (BEI)
of the system under analysis itself or to an equipment/item on a lower hierarchy level of the
Product breakdown structure. The relevant system or the equipment/item for the PMTR
automatically becomes an LSA candidate.

4.2 Transfer of PMTR out of structure analysis


To document PMTRs for structural items in an LSA database, it can be necessary to extend the
Product breakdown for these identified structural items including limited areas or SD on those
structural items. The documentation of an SD within Product structure in an LSA database
requires the generation of artificial breakdown element. These additional LSA candidates must
be introduced to enable the correct assignment of the identified PMTR for these structural
areas. Refer to S4000P.

4.3 Transfer of PMTR out of zonal analysis


PMTRs identified during the zonal analysis can either be allocated to:

− the 3-dimensional zonal areas of the Product under analysis (Product zones)
− selected equipment/items of Product systems
− selected structural items of a Product

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Product zones can comprise equipment/items from different systems and structural items of a
Product. It is possible that the selected Product zones only contain structural items.
The LSA database must provide a BEI for each Product zone identified in an applicable Product
zonal plan. In general, each zonal BE becomes an LSA candidate because of the standard
zonal analysis (ZAM 1) that defines a GVI with a scheduled interval for each Product zone.
Exceptions must be justified and agreed to by the manufacturer or the responsible authorities.
The PMTR that are allocated to selected equipment/items of Product systems or structural
items of a Product are dealt with in the same way as the PMTR resulting from a system analysis
or from the structure analysis.

4.4 LSA activities for a transferred PMTR


All PMTRs allocated to LSA candidates are subsequently subjected to an MTA. Refer to
Chap 12.
As described in Para 2, a PMTR is developed on analytical basis. The analysis methodologies
in S4000P use selection logics to identify one or more applicable and effective preventive
maintenance task types. After a harmonization and consolidation phase by analysts and
responsibles for design, the remaining maintenance task types for systems, structure and zones
must be documented at LSA candidates in the LSA database.
For each identified PMTR the "worst-case" Functional Failure Effect Code (FFEC) possible on
Product system level must be documented in conjunction with the PMTR. This FFEC
categorizes the criticality of the Functional Failure Effect (FFE) if the FC occurs without the
performance of the maintenance task satisfying the PMTR.
In those cases where a subsequent MTA for a single PMTR detects potential maintenance
problems at a later analysis stage, feedback to the analyst responsible for the PMTR must be
given to clarify the origin of the assumptions related to task applicability and effectiveness for:

− PMTR and FFEC allocated to safety or leading to a conflict with law/environmental integrity,
immediate feedback with the urgent need for clarification
− PMTR and FFEC allocated to mission/operation and economy, feedback and request for
clarification depending on contractual requirements between user and manufacturer

5 PMTR packaging
5.1 Preparation of the PMTR packaging
To start the correct packaging process for all identified PMTRs, the Product manufacturer must
evaluate in conjunction with the user if the Product is used within the usage parameters taken
as basis for Product design and development. Additionally, processes and rules for packaging
the PMTRs must be determined and documented in, for example, a specific PPH.
The packaging requires a master interval, which must be determined for each complete task
package. The master interval can be based on:

− Product usage parameters


− Calendar based parameters
− Combination of Product usage and calendar based parameters
Examples for Product usage parameters are:

− Operating hours
− Start cycles
− Activations
− Distance covered (eg, for vehicles)
If calendar based master intervals are selected, the real usage intensity of the Product can vary
without an impact on the scheduled Product maintenance effort.

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Note
The real usage intensity is better represented by usage oriented master intervals. For
example, the real Product usage can significantly differ between individual users.
Depending on the individual PMTRs and the FCs and FFEs they focus on, more than one
interval type with numerical interval value can be applicable and effective. In those cases the
interval that is exceeded first becomes the relevant one for the predicted scheduled
maintenance.

5.2 Development of an operator maintenance program


As described in Para 2 and Para 3, the development of PMTRs, the harmonization of these
requirements and a consolidation with other PMTR sources (mainly CMR) is subject of an
analytical process on basis of S4000P or of alternative analysis methodologies.
According to Para 4, all resulting PMTRs with original numerical interval and/or threshold values
and original interval types must be entered into the LSA database at the BEI of the affected
systems/equipment, structural items and/or zones. A PMTR can have only one single interval
(type and value) or two or more combinations of intervals (type and value). If more than one
interval is defined, the PMTR is initiated by the one that comes first due to the corresponding
usage scenario. Refer to Para 3.1.5.
Each PMTR with original interval types and numerical interval values must be analyzed by the
MTA to determine the Maintenance Level (ML) and the required resources such as personnel,
support equipment, spares, consumables, technical publication and facilities. Analysis results
must be documented within the LSA database.
After complete documentation of the PMTRs and the confirmation of validity and completeness
in terms of Product built-standard/configuration, the intervals of master task packages (types
and numerical values) for the later Product maintenance program/Operator Maintenance
Program (OMP) must be defined. It is recommended that the Product user is involved in this
activity. Refer to Para 5.
Interval types of single PMTRs which are different from the selected interval type of the
corresponding master task package must be adapted. For this purpose a conversion based on
the Product usage scenario must be performed to adapt the PMTR interval types to the master
task package interval type.
For individual Products it can be necessary to define multiple packaging concepts with different
master interval types (eg calendar based or usage oriented) to allow different users an
individual selection of in-service Product maintenance.
If a user intends to deviate from the baseline Product usage scenario, all calculation parameters
used to convert intervals from one interval type to another interval type must be checked and,
where necessary, adapted.
It is recommended that at a minimum the following aspects are documented in a Product
manufacturer guideline or PPH:

− Usage scenario and deviations


− Decisions/predictions about interval types of the master task packages
− Calculation rules for interval adaption
− Rules for the PMTR allocation to a master task package
− Responsibilities
An overview of the entire process starting from identifying PMTRs within an analytical process
(eg, based on S4000P) to a final harmonization in form of Maintenance, Repair and Overhaul
(MRO) master task packages is shown in Fig 6.

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Development of PMTR with intervals S4000P

System analysis Structure analysis Zonal analysis


PMTR with PMTR with PMTR with
intervals intervals intervals

Applicable and effective PMTR Applicable and effective PMTR Applicable and effective PMTR
(with intervals/thresholds) (with intervals/thresholds) (with intervals/thresholds)

LSA LSA task LSA LSA task LSA task


Zone
candidate (incl. MTA) candidate (incl. MTA) (incl. MTA)

Definition of master task packages and PMTR packaging


(including MTA for the complete master task packages)

Non-hardware Master task package


breakdown element as maintenance activities
LSA candidate for (with interval/threshold
master task package types and values)

Logistic Support Analysis (logistic database)


S3000L

ICN-B6865-S3000L0066-003-01
Fig 6 Process overview from PMTR via LSA tasks to master task packages
The individual PMTR documented for LSA candidates and/or Product zones and the allocation
to one or more master task packages must be linked together in the LSA database. This is the
prerequisite for traceability as well as for quick updates, reporting and evaluation. The
maintenance task types (eg, functional test) of the LSA tasks will not change when being
transferred into one or more master task packages with their master intervals. However, interval
types and/or numerical values of the task intervals are subject to adaption and can change.
Example:
A safety relevant PMTR justifies a visual inspection on a hydraulic actuator every 600 Operating
Hours (OH). Therefore the PE interval is 600 OH without any PO threshold. The design usage
scenario is defined as:
The Product is planned to be operated maximum 1000 OH in one calendar year. The interval
type for the master task package is determined calendar based by the user with a small
inspection package every 6 months and a full inspection package every calendar year. Due to
the PMTR category "safety-relevant" in this example, the numerical size of the scheduled
interval is only allowed to be lowered, resulting in a higher task frequency.
Based on this limitation, the first scheduled task must be performed during master task
packages that don't exceed the PE interval of 600 OH or the corresponding calendar intervals.
The scheduled task must therefore be performed every 6 months, which correlates with the
500 OH. The selection of a task which is performed every year, which correlates with the
maximum of 1000 OH, is not permitted because of a clear interval excess for a safety relevant
PMTR.
The original PMTR at the LSA candidate in this example is a detailed visual inspection on the
hydraulic actuator every 600 operating hours.

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The result after calculation and packaging process in this example is a detailed visual inspection
on a hydraulic actuator every 6 months.

The way from SMA results to master task packages with specific intervals

Step 1 Step 2 Step 3 Step 4


Analysis results from Harmonization and Documentation of LSA tasks Grouping of tasks with
S4000P (PMTR consolidation of PMTR within the LSA database. suitable intervals to
development) developed on basis of S4000P  MTA for the single LSA master task packages
analysis, of CMR and/or of tasks  MTA for the entire
other PMTR sources master task package

 MTA

…  MTA

Master task package


 MTA Example: inspection after
… 1000 operating hours


 MTA
MTA
other
master task

packages

Traceability back to the original SMA results over the entire life cycle

ICN-B6865-S3000L0067-003-01
Fig 7 Traceability of scheduled maintenance tasks with intervals
Fig 7 shows the complete traceability path from original PMTR developed on basis of S4000P to
the point of LSA tasks and the final master task packages for Product MRO. Finally, the
maintenance task packages for Product MRO will be described in the Product’s technical
publication, refer to S1000D. They are the binding activities which must be performed during the
Product in-service phase.
For later Product maintenance optimization or evaluation purposes, the ISMO process
described in S4000P can be applied.

5.3 Packaging process for PMTRs


5.3.1 General aspects
Prior to starting the interval packaging process, the LSA database must be checked to ensure
that all PMTRs are approved and released for further interval packaging activities. The PMTRs
must represent all valid Product configurations including variants of the Product under analysis.
Effective and applicable PMTRs, which are documented as LSA tasks, must be assessed to
develop a scheduled maintenance program/Operator Maintenance Program (OMP) in a correct
and effective way.
This process aims to ensure an effective packaging of the PMTRs taking into account at least
the following aspects:

− A PMTR can become relevant in more than one master task package (eg, a maintenance
task satisfying a PMTR is defined to be performed prior and after each Product operation
day)
− Each identified effective and applicable PMTR has its own allocation to a "worst-case"
criticality of the FFE, to which the PMTR related FC is allocated. This criticality category

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enables decisions in terms of interval extensions or reductions during the interval packaging
process.
− One identified effective and applicable PMTR can have one or more different interval types
(eg, operating hours, cycles, calendar time, distances) and different numerical interval
values. This requires the use of conversion factors for interval calculation and allocation of
PMTR to master task packages.
− PMTR can be performed only on one or more predicted MLs
− PMTR can require specific training and experience of maintenance personnel
− PMTR can require specific support and test equipment
− PMTR can require spares and/or consumables
− PMTR can require specific facilities
After all valid PMTRs are decided as scheduled maintenance task in master task packages, a
further MTA for each task package must evaluate whether:

− potential interdependency of single activities/maintenance tasks exists (eg, one


maintenance task must be closed and confirmed by an inspector, before another
maintenance task can start)
− a potential time saving will result by performing time consuming tasks for gaining access
only once (eg, after opening panels and doors, all tasks are performed within the
corresponding area before closing the panels and doors again)
− task packaging must consider the possibility of performing tasks in parallel to enable a more
realistic estimation of the duration and the effort of a complete scheduled maintenance task
package

5.3.2 Impact of maintenance level on master task packages


After completion of the S4000P analysis, a set of PMTRs with different interval types and
numerical interval values is identified, harmonized with other PMTR sources, consolidated and
documented within the LSA database. PMTRs with PE intervals and PO thresholds (if they
exist) are significantly influenced by different ML, identified during the MTA of the individual
PMTR. An example for a first distribution of PMTRs is given in Fig 8.

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maintenance levels

ML 3
ML 2
ML 1

task interval
ICN-B6865-S3000L0110-002-01
Fig 8 Initial distribution of PMTR depending on maintenance level
Each bullet in Fig 8 represents one PMTR with a specific interval type (eg, operation hour,
cycle, month) and numerical interval value to be performed at predicted MLs.
Note
Examples for ML definitions are given in Chap 11.
The analyst must consider the following aspects during the harmonization process:

− The interval types of master task packages (eg, based on calendar time) must typically be
defined in accordance with the Product usage requirements of the user. In practice, it is
necessary to harmonize all identified PMTRs around an MRO plan which allows only
specific interval types for scheduled maintenance.
− PMTR interval types for Product components need to be adapted as far as possible to the
leading maintenance task intervals of the complete Product by using corresponding
conversion factors for a conversion calculation
− Harmonization of PMTRs often requires a change of original interval types and/or numerical
interval values, originally determined by the S4000P analysis including the subsequent
harmonization and consolidation of those results
− PMTR harmonization must be performed over the different MLs of the Product. PMTRs can
be shifted to another ML dependent on the capabilities of each ML.
When starting the interval packaging, the distribution of the PMTRs within one ML can already
show a concentration of some PMTRs within limited ranges of intervals. To support the
determination of the master intervals, the analyst can use these ranges of similar intervals.
Refer to Fig 9.

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Identification of potential master task packages by clustering tasks


ML 2 with similar intervals around a master interval

task intervals
Potential
master
interval 1
Potential master interval 2

Potential master interval 3


ICN-B6865-S3000L0112-001-01
Fig 9 Clustering of PMTRs to support the identification of master intervals

5.3.3 Predefined master task packages


The LSA database can also be used and evaluated for all PMTRs/LSA tasks determined (eg,
for each Product operating day).
In many cases, three predefined master task packages are applicable for a PMTR allocation:

− Before starting the Product operational/mission phase


− After an intermediate stop of Product operation or mission (prior to the restart, if applicable)
− At the end of a Product operation or mission
In addition, further predefined master task packages allow the allocation of PMTRs.
For example, the Product overhaul/depot level maintenance is defined after 15 years of the 30
years Product usage period. That covers all PMTRs in LSA with the interval of 15 years or with
an allocation to Product overhaul/Depot Level Maintenance (DLM).

5.4 Adaptation of a PMTR interval type and/or numerical interval value


5.4.1 General aspects
Potential changes of PMTR interval type and/or numerical interval values must follow clear rules
which must be traceable for regulatory authorities and/or departments responsible for quality at
the Product manufacturer. For this purpose, it is strongly recommended that a guideline/PPH be
prepared and agreed by the involved parties.
After the final determination of the ML and the master intervals for each master task package,
the adaptation of individual PMTR intervals must be performed. In Fig 10, examples are given
for use cases for different interval change options. The general consequences which must be
considered, are:

− Interval extension causes higher risk of FC occurrence, but reduces maintenance costs
− Interval reduction causes lower risk of FC occurrence, but increases maintenance costs

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Task related to safety, ecological or legal restrictions (examples A1-A5)


Task related to operational or economic restrictions (examples B1-B5)

Master task Master task Master task


package 1 package 2 package 3
with master with master with master
interval 1 interval 2 interval 3

A1 A2 B3
A5

B5 A3
ML 2

B2
B1
A4 B4

task intervals
Interval extension to next master interval  increased risk, lower costs
Interval reduction to next master interval  reduced risk, higher costs
ICN-B6865-S3000L0047-002-01
Fig 10 Principles for interval modification
Some PMTRs can have the same interval type and numerical value as the master task package
interval. But some of the PMTR intervals types need to be changed. Most of the interval values
of PMTRs need to be extended or reduced. However, it is important to remember that extension
of intervals and the resulting reduction of the maintenance task frequency can cause a higher
risk of FC occurrence.
The examples within Fig 10 consider different criticality of a corresponding FFE for a PMTR and
the different needs for adaptation (extension/reduction):

− The examples A1 to A5 are relevant for PMTRs, which prevent FFE related to safety, law
conformity or environmental integrity
− The examples from B1 to B5 are relevant for PMTRs, which prevent FFE related to
operational/mission availability and/or economic impacts
For each example, adaptation rules are described. Refer to Table 2.

Table 2 General interval adaptation rules


Example Adaptation rules

A1 PMTR interval equal to the master interval, no adaptation required


A2 PMTR interval higher than the nearest master interval and within a range close
to the nearest master interval. Adaptation of interval is possible and agreement
by regulatory authorities is expected. Increase of costs with high probability
within an acceptable dimension, user involvement is recommended.
A3 PMTR interval lower than the nearest master interval and within a range close to
the nearest master interval. However, adaptation of interval not allowed because
of the related FFE criticality.

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Example Adaptation rules

A4 PMTR interval outside a close range to the next higher or lower master interval.
Adaptation only to a lower master interval is possible. Agreement by regulatory
authorities is expected. Increase of costs due to a significant higher task
frequency must be considered, user involvement is recommended.
A5 PMTR interval lower than the nearest master interval and within a range close to
the nearest master interval, which is the lowest master interval available.
However, direct adaptation of this interval not allowed because of the related
FFE criticality. This situation requires additional analysis to identify a smaller
master interval (eg, daily inspection), to recalculate the interval by safety
department or, in worst case, consideration of Product design change.
B1 PMTR interval equal to the master interval, no adaptation required
B2 PMTR interval higher than the nearest master interval and within a range close
to the nearest master interval. Adaptation of interval possible. Increase of costs
with high probability within an acceptable dimension, user involvement is
recommended.
B3 PMTR interval lower than the nearest master interval and within a range close to
the nearest master interval. The related FFE criticality allows adaptation of the
interval, but the increased risk for the occurrence of an FFE must be agreed by
the user.
B4 PMTR interval outside a close range to the next higher or lower master interval.
Adaptation to either a lower or a higher master interval possible.
Increase of costs because of a significant higher task frequency in case of
interval reduction must be considered and must be agreed by the user.
Increased risk for the occurrence of an FFE because of a significant lower task
frequency must be considered and agreed by the user.
B5 PMTR interval lower than the nearest master interval and within a range close to
the nearest master interval, which is the lowest master interval available.
Adaptation to the lower master interval possible. Increased risk for the
occurrence of an FFE because of a lower task frequency must be considered
and agreed by the user.

5.4.2 Summary of PMTR interval adaptation


Intervals of PMTRs, which prevent FFEs related to safety, law conformity or environmental
integrity must not be extended. If any PMTR interval of these FFE categories is below the
lowest grouping interval for the specific maintenance level, the task needs further investigation,
which can result in:

− Introduction of a new master task package with a lower interval value


− PMTR modification (change of PMTR type or recalculation of numerical value)
− Maintenance level change
− Product design change requirements
Intervals of PMTRs, which prevent FFEs related to operational/mission availability or economic
impact can be modified for task packaging in both directions, extension or reduction. All
modifications must be agreed by the user. The risk of economic loss or additional downtime
must always be balanced against potential cost savings.
Note
The ISMO process described in S4000P takes into account these rules based on the FFE
category for each individual PMTR. The Product in-service experience in combination with

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ISMO allows an easier adjustment and optimization of all PMTRs linked to FFE on
operation, mission and economy.

For FFE on safety, law conformity or environmental integrity, no in-service data/experience


can be expected. The optimization of those PMTRs must consequently be based on other
investigations, calculations and/or further analysis.

5.5 Maintenance task analysis for master task packages


After allocation of all PMTRs to master task packages, an MTA for the complete packages is
required. The master task packages can contain a large number of single PMTRs with or
without adaptations of interval type and/or numerical interval value. Refer to Fig 11.

Collection of PMTR including interval types and values

PMTR LSA task / interval PMTR MTA


PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA
PMTR LSA task / interval PMTR MTA

erval adaption

Master task package 1 MTA


for master
(eg 1000 OH) task package 1

ICN-B6865-S3000L0048-002-01
Fig 11 Integration of single PMTR LSA tasks into master task packages
These scheduled maintenance tasks in the master task package are not always performed
sequentially, but can also be performed in parallel or partially interdependently. Required
resources such as personnel and support equipment must be harmonized for the complete
package and are not just a simple collection from the single LSA tasks.
If a master task package is finalized, the original PMTRs (documented as LSA tasks against the
corresponding LSA candidates) are no longer the basis for logistic evaluations, because all
master task packages become now subject to those calculations. However, the original PMTRs
must be kept and maintained in the LSA database because of the need for data updates and
traceability.
At any stage of the project, it must be possible to trace back from an individual scheduled
maintenance task defined in a master task package back to the original PMTR which is
documented at the LSA candidate in the LSA database. Refer to Fig 7.
It must also be possible to trace back from each PMTR within the LSA database to the
corresponding PMTR source (eg, based on S4000P, MSG-3, RCM, CMR).

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These traceability requirements ensure the complete consistency of the scheduled Product
maintenance, starting from the first analysis steps, followed by activities from S3000L to the
final generation of the technical publications for a Product.
In addition this allows the application of the ISMO process for continuous optimization of
Product maintenance including the Product’s Life Cycle Costs (LCC). Refer to Chap 14 and
S4000P.

6 In-service maintenance optimization


With the ISMO process, S4000P provides a logic based approach for analysis and optimization
of all individual scheduled maintenance tasks with intervals predicted by the OMP for a Product.
The ISMO process takes into account the experience accumulated during the Product in-service
phase from the individual user and/or from other users of the same or a comparable Product.
After having completed an ISMO process, the updated set of PMTRs must be processed like
the original set of PMTRs available prior to Product entry into service. In accordance with the
process described in this chapter, the OMP can be updated.
For more information and details related to the ISMO process, refer to S4000P.

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Chapter 11

Level of repair analysis

Table of contents Page


Level of repair analysis .................................................................................................................. 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 2
2 LORA Candidate selection aspects ................................................................................. 2
2.1 Candidate selection ......................................................................................................... 2
2.2 Repair or discard decision ............................................................................................... 3
3 Identification of optimum maintenance level by ELORA ................................................. 3
4 Data gathering for LORA ................................................................................................. 4
4.1 Determine parts hierarchy ............................................................................................... 4
4.2 Determine LORA candidates ........................................................................................... 4
4.3 Collect unit prices ............................................................................................................ 4
4.4 Collect maintenance related cost data ............................................................................ 4
4.5 Other maintenance relevant data .................................................................................... 6
5 Performance of ELORA and preparation of results ......................................................... 7
5.1 ELORA baseline run ........................................................................................................ 7
5.2 Sensitivity analysis........................................................................................................... 7
5.3 Maintenance solution recommendation ........................................................................... 8
5.4 LORA Report ................................................................................................................... 8
5.5 Maintenance solution documentation in the LSA database ............................................ 8
6 Example for maintenance level definitions ...................................................................... 9
6.1 General ............................................................................................................................ 9
6.2 Level 1 ............................................................................................................................. 9
6.3 Level 2 ............................................................................................................................. 9
6.4 Level 3 ........................................................................................................................... 10

List of tables
1 References ...................................................................................................................... 1
2 Overview of typical cost elements ................................................................................... 5

References
Table 1 References
Chap No./Document No. Title

Chap 3 LSA Business process

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1 General
1.1 Introduction
Level of Repair Analysis (LORA) is an analysis method to assist in establishing an optimized
maintenance solution based on a support philosophy agreed with by the customer. This
includes the determination of where repairable LSA candidates are removed, replaced, repaired
or discarded. Repair decisions must consider both economic and non-economic factors such as
costs, reliability values, maintainability/testability constraints or availability goals for the Product.
The results of the analysis influence maintenance tasks and corresponding task resources like
support equipment, personnel or spare parts.
The two main aspects of the LORA process are the technical assessment and commercial
(costs) balancing. The mainly commercial approach, It is recommended to perform an
Economical LORA (ELORA) in conjunction with LCC analysis activities, because the costs for
maintenance activities are a crucial part of the complete LCC. Only the combination of technical
and commercial aspects will lead to a proper LORA result.
The LORA is a two-step process:

− Determination of whether the Item under Analysis (IUA) is a repair or discard item
(supporting the repair/discard decision by the customer)
− Identification of the optimum maintenance level for the required maintenance tasks, also
called ELORA
These two steps are described more detailed in Para 3 and Para 4.
The requirement for a LORA is documented in the LSA PP or similar documents. Depending on
the individual phase of a project, a LORA can be performed for different purposes using
different methods.
The LORA process can be repeated as often as required during the design and the in-service
phases as the design matures. This determines whether the maintenance solution remains as
predicted or must be changed due to design changes or other factors. The results of the LORA
process can also be used to drive supplier selection by illustrating various options, and can lead
to the adoption of phased support.

1.2 Objective
The purpose of a LORA is to provide the customer with decision guidance for the selection of
the best balanced maintenance solution. Different customers can come to individual decisions
depending on specific project requirements. In the early stage of a project, LORA aspects must
be considered in order to influence the design (eg testability features, modularity, accessibility
requirements) as well as to support customer strategy decisions (eg 2-level maintenance
strategy, single source principle).

1.3 Scope
This chapter is directed at contractor and customer logistics personnel who perform LORA
activities. Results of the LORA will be documented in appropriate LORA reports. It is
recommended to use the LSA database to document the derived maintenance solution per LSA
candidate.

2 LORA Candidate selection aspects


2.1 Candidate selection
The identification of potential LORA candidates can be based on the LSA Candidate Item List
(CIL), which is established in accordance with the project’s LSA candidate selection process.
For details, refer to Chap 3.
The first step in the LORA is to decide whether an LSA candidate is potentially repairable. If
yes, a decision must be made on, which of these LORA methods is most feasible to use:

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− Best engineering judgment only


− Simplified LORA (based on information collection and consideration of values)
− LORA based on mathematical models (supported by commercial software packages)
− Simulation (supported by commercial software packages)
In either case, the justification for the selection of the method to be used must be documented.
In addition to these factors, other additional constraints or fixed customer decisions can include:

− Exclusions concerning repair due to danger of destruction or hazardous/unsafe situation


− LORA relevant input by system integrator or Original Equipment Manufacturer (OEM)
− Cut off values or design driven influences (a set of predefined cut off values can reduce the
number of ELORA candidates). These cut off values are usually based on technical and
economic factors such as low task frequency, low unit price, repair costs.
− Customer imposed maintenance constraints external to the LORA
− Existing maintenance infrastructure of the customer derived from ORD/CRD
− Customer requirements derived from ORD/CRD
− Contractual requirements or LSA GC decisions
− Clear understanding of the requirements of LORA by other disciplines
These external influences or requirements must be addressed, discussed and agreed at the
LSA GC.

2.2 Repair or discard decision


A Repair/Discard decision is the prerequisite to any ELORA. It can include non-economic as
well as economic factors. It is, in effect, a screening process aimed at minimizing the number of
ELORA candidates using a logical process of elimination. Each LSA CIL has numerous items
that are potential ELORA candidates. The Repair/Discard decision must be made in order to
identify which of these items are candidates for further ELORA analysis. This is achieved by
determination of the repair feasibility for the items.
For each potential item, crucial technical questions must be answered first:

− Does the design of the item allow repairs in general?


If so, this item is a potential ELORA candidate.
− Is the repair of the item limited to certain maintenance levels?
If so, this item is a potential ELORA candidate. The analysis must be limited to the possible
maintenance levels.
− Does the design of the item disallow repairs in general?
If so, this item must be removed from the ELORA candidate list. However, the proper
maintenance level for replace and discard must be identified and documented carefully.
This decision, and the logic leading to this decision, must be documented carefully for future
traceability. For items that have been identified as potentially repairable, the next stage is to
further determine the method of performing the ELORA. This stage presents the opportunity to
have any external influences/requirements taken into account (eg existing maintenance
solutions used by the customer, cut off values or design driven influences).

3 Identification of optimum maintenance level by ELORA


The repair/discard decision process results in a list of remaining ELORA candidates. These
candidates are identified as potentially repairable. The objective of the ELORA is to determine
the optimum maintenance solution for these candidates. This is carried out using mainly
economic cost factors such as spare parts, support equipment required to diagnose and
perform repairs, personnel, training, facilities, technical documentation, and Packaging,
Handling, Storage and Transportation (PHST). Additionally, non-economic factors such as
availability requirements, reliability, and maintainability can be taken into account.

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There are many different mathematical ELORA models available and supported by different
commercial software packages. An alternate approach that is often used within a simplified
LORA, is to develop a project specific or tailored model that addresses the requirements and
constraints (for both customer and OEM) such as available infrastructure, personnel or technical
capabilities.
It is of vital importance that all LORA analyses within a project use the same LORA model.
Failure to do so will lead to differing results.

4 Data gathering for LORA


It is important that close attention is paid to the collection of LORA data. A LORA data set can
contain simple data such as:

− Spare parts
− Facilities
− Support equipment required to diagnose and perform repairs
− Personnel and required skill levels
− Extended training
A LORA data set can also contain comprehensive data giving in-depth details of the
requirements and in particular the costs associated with those requirements.
Once the data elements have been agreed in the LSA GC, the LORA data can be gathered
from a variety of sources such as drawings, technical documents, contracts, supplier
information and commercial department.

4.1 Determine parts hierarchy


Failure modes in LORA are assigned to the hierarchical structure of the system. Failures at the
top level of the system are assumed to be primarily caused by failures of the items (or
subsystems) at the next lower indenture level. Similarly, failures of the items in the 2nd level of
indenture are mainly initiated by failures of the items in the next lower indenture level. For this
reason, it is impractical to perform a LORA until hierarchical relationships are defined. For
Products that are currently in production, the hierarchy and subsequent LORA candidate items
can be determined from existing LSA data following the Product breakdown.

4.2 Determine LORA candidates


After the parts hierarchy is established, the analyst must determine which parts are considered
in the analysis. At first glance it seems logical to include all of the parts, however, non-
repairable or consumable parts such as nuts, bolts or gaskets will add no value to the analysis
and, therefore are not included. Candidate items can be determined by establishing a rule set
based on existing repair or maintenance codes, unit price, repair level, or other criteria.

4.3 Collect unit prices


Unit prices for all items are required to fill an ELORA data model and to perform the analysis.
Sources for unit prices can be LSA databases, provisioning records or other sources. Unit price
for all ELORA candidate items is necessary to determine the economic feasibility of repair. It is
essential that for ELORA calculation purposes the correct unit prices are used. Unit prices can
differ dramatically from the production phase to the in-service phase (spare part price can be
very different from production unit price). Sometimes precise values are difficult to obtain and
can only be estimated.

4.4 Collect maintenance related cost data


Maintenance cost data includes labor time, training, spare parts and consumables, support
equipment, facilities, technical documentation and PHST aspects. Concerning these data it
must be distinguished between initial and recurring costs. These data are used in the
calculation of cost at each possible maintenance level.

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An overview of typical cost element types for consideration in an ELORA is given in Table 2
(additional data can be required depending on the project requirements).

Table 2 Overview of typical cost elements


Cost element Initial Recurring

Personnel
Labor time costs X
Training costs (teachers and staff) X X
Training equipment costs (eg simulators, classroom equipment, X X
training facilities)
It is recommended that costs of direct labor and indirect labor (eg
line managers, inspectors, work preparation department) be
considered.
Spare parts/consumables
Spare parts/consumables provision X X
Spare parts/consumables storage X
Disposal costs X
Support equipment to diagnose and repair
Support equipment provision and replacement X
Support equipment maintenance X
Support equipment upgrade X
Development of customized software (eg test software) X
Support of customized software for support equipment X
Disposal costs X
Facilities and infrastructure
Building of facilities and infrastructure X
Maintenance of facilities and infrastructure X
Costs of operation for facilities and infrastructure X
Costs for modification of facilities and infrastructure X X
Technical documentation
Documentation costs (eg user handbooks, maintenance and X X
training manuals, illustrations, spare part catalogues)
PHST aspects
Packaging costs X X
Stock keeping costs (eg maintenance tasks and handling during X X
storage, special storage containers, administration of stock)
Transportation costs (transport to maintenance facilities and back X
to user)

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Cost element Initial Recurring

Others
Average repair costs at industry X X
Additional costs (documentation, administration, preparatory work X X
and post processing)
Cost per reorder action X X
Cost per requisition X X
Disposal costs X X
Discount rate X X
Holding cost percentage X X
Interest rate X X

4.5 Other maintenance relevant data


Besides the direct costs related data there is other information of interest for ELORA
calculations. This include but are not limited to:

− Time and duration information


• Reliability information (Mean Time Between Failure (MTBF), Mean Time between
Unscheduled Removal )
• Task frequency of corrective maintenance task
• Scheduled maintenance interval
• Task duration
• Logistics down time (waiting time for logistic resources)
Note
Data for repair time is often difficult to obtain, particularly for new systems. LSA databases
sometimes contain this information. Some developmental systems specify desired and
maximum times to repair a failure. This can be used as a repair time for items that are
directly removed and replaced. For the repair of lower indenture items, it can be necessary
to use the repair time for a similar item on another system.

− Availability values
• Minimum availability of IUA (usually, operational availability is specified)
• Availability of spare parts in stock
• Availability rate of personnel for maintenance activities
− Stock relevant values
• Procurement lead time
• Pipeline transit times
• Repair turnaround times
− General information
• Number and type of contractor industrial facilities
• Number of operational sites
• Number of system operated per site
• Distances between sites
• Inflation/discount rate
• Repair policy (eg 2-level maintenance strategy)
History shows that the majority of cost influencing decisions must be made in a very early stage
of the project, even if the information is very limited and the design is not yet stable. This

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emphasizes that the LORA must be repeated throughout the life cycle so that the requirement
for adoption of the maintenance solution can be identified in a timely manner.

5 Performance of ELORA and preparation of results


After successful collection and harmonization of data with the customer, the ELORA is
performed. A simple approach is to evaluate and balance the given information by best
engineering judgment. If more complex mathematical calculation models are used, a
commercial software package can be selected. The data set to be collected depends on the
requirements of the specific software package. The results of the calculation runs must be
prepared in an ELORA report and distributed according to established rules.

5.1 ELORA baseline run


The first step of an ELORA, using a supporting software package, is the baseline run using the
gathered ELORA data. This baseline run will result in a first set of information regarding costs
for the individual maintenance levels. The result can be clear cut or ambivalent between the
different maintenance levels. In either case, it is recommended to confirm the baseline run
results by executing a sensitivity analysis.

5.2 Sensitivity analysis


A sensitivity analysis must be performed on various cost significant parameters. The results of
the various sensitivity runs will indicate whether the maintenance solution from the baseline run
is stable or not. Parameters used in a sensitivity analyses include:

− Major cost influencing parameters of the IUA itself (eg unit price, MTBF)
− Any parameters that are critical to cost intensive logistic requirements (eg facilities,
infrastructure, support equipment, highly educated personnel)
− Any parameters using assumptions or estimates because there was no data available (eg
historic or similar data from other Products)
Once the parameters for the sensitivity analyses have been selected, the next step is to
establish an appropriate numerical range for the parameter. Finally, when all the requirements
have been established, an ELORA is performed for each parameter variation. Changing single
parameters will keep the number of runs to a minimum. Multiple parameter changes at the
same time will lead to nested runs and therefore are usually to be avoided because evaluation
of the results can be confusing.
The output of the sensitivity analyses can be used as a baseline to establish a preliminary
maintenance solution. Additionally, it can be used to influence other logistic disciplines and/or
design, in order to change their input to drive the equipment to enable an intended maintenance
solution.
A sensitivity analysis is usually conducted to complement baseline results. Sensitivity runs are
performed for cost significant parameters that have a low confidence level or to accomplish a
trade-off study. For a sensitivity analysis of low confidence values, the most common method is
to perform runs using the worst and best case data. If there is no shift in maintenance solution
result between these two runs, then no additional executions using intermediate values are
required.
An example of this is sensitivity for the MTBF of an item. Suppose an estimated value of 50000
hours is used in the baseline run. Preliminary analysis revealed that MTBF’s of similar items
range from 15000 hours to 150000 hours. The first sensitivity runs performed would include
values of 15000 and 150000 hours for the MTBF of this item. If the most cost effective repair
level for both sensitivity runs is the same as the baseline run, no further sensitivity analysis for
this MTBF is necessary. However, if a change in repair level occurs for one or both runs,
additional executions using values of MTBF between the high and low value can be necessary
to identify the break points.

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5.3 Maintenance solution recommendation


For a concluding maintenance solution recommendation, it is necessary to consider the cost
aspects resulting from an ELORA, as well as technical aspects that can have a major impact on
the recommendation of the maintenance solution to the customer (eg destruction of the IUA
during critical repairs, dangerous repair tasks). Additionally, the customer’s preferences must be
considered.
It is also important to harmonize the maintenance activities in order to avoid a split of similar
maintenance activities to different maintenance sites. For example, it is important that the
allocation of a piece of electronic equipment for replacement and subsequent repair of different
components are not split between industry and customer industrial sites.

5.4 LORA Report


A report documenting the analysis results must be generated. The LORA report must contain, at
a minimum:

− Agreements reached between the customer and/or the contractors regarding LORA
− A brief description of the system/equipment under analysis
− Comprehensive list of any assumptions and estimations including their rationale
− Data sources
− Comprehensive list of the LORA data elements
− Input values
• Operational environment data used for the process
• Breakdown of IUA
• Cost and maintenance data
− Realization of mathematical methods applied within a simplified ELORA
− Utilization of ELORA software package
− Result of baseline run
− Results and explanations of sensitivity analysis runs
− Trade-off studies
− Consolidation of technical and cost aspects
− Concluding recommendation of the maintenance solution including discard decision
It is recommended that a report structure and layout be developed early in the analysis process.
Otherwise, important information and logic can be overlooked during the course of a lengthy
analysis.
For good traceability, it is recommended to use a standardized format within the LORA report
for the maintenance solution recommendation and related customer decision. The customer
decision will be documented in the LSA database.

5.5 Maintenance solution documentation in the LSA database


The content of the maintenance solution is related to the corresponding maintenance activities
as documented in maintenance tasks in the LSA database. Each task for an LSA candidate is
be provided with attributes that reflect the maintenance solution. This information must include
the following, at a minimum:

− Is the maintenance task to be performed scheduled or unscheduled?


− For scheduled tasks: interval or threshold data
− The maintenance level at which the task must be performed
− The place at which the maintenance tasks are to be performed
− Special remarks or warnings (eg if the Product is used under special conditions, inspection
interval must be reduced from 6 to 3 months)
− References to standard repair tasks
− Data source information for traceability (eg identification of LORA report)

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It is recommended that the basic data set that reflects the maintenance concept be agreed
during the LSA GC, in order to enable a common understanding. Proper documentation within
the LSA database enables a strong reporting ability for different aspects of the maintenance
concept.
Examples:

− Complete overview of the maintenance activities at all maintenance levels


− Summary of maintenance activities performed at certain maintenance levels
− Overview of scheduled/unscheduled maintenance activities
− Expected effort at certain maintenance levels
− Support for quality checks concerning completeness and conclusiveness of the
maintenance solution

6 Example of maintenance level definitions


6.1 General
This example is based on three levels of maintenance, which indicates the capability of
personnel, availability of special facilities, time limits and the environmental conditions to be
assumed in determining the functions to be accomplished at each maintenance level.

6.2 Level 1
The goal of level 1 maintenance is to ensure the Product remains available. This implies a fast
and easy exchange of LRUs and/or the replacement of modules, performed on the Product by
organizational personnel when a mal-function occurs.
Level 1 activities include:

− Servicing activities
− Usage preparation and role changes
− Pre- and post- inspections
− Functional checks
− Trouble shooting
− Preventive maintenance
− Corrective maintenance (repair by replacement and system adjustment)
− Loading of software (operational and engineering) and data retrieval
− Simple modifications

6.3 Level 2
The goal of Level 2 maintenance is to maintain the highest possible level of availability.
Operating site maintenance activities are extended to the repair of subassemblies, modules and
LRUs after their replacement at maintenance Level 1. Testing on test-benches or integration
tests can be included. Subsequently, Level 2 maintenance can be performed either on Product
or at specific repair shops.
Level 2 activities include:

− Repairs down to module and subassembly level


− Moderate structural repairs
− Major scheduled inspections
− Moderate modifications
− Technical assistance to the Level 1 organization
− Software servicing concerning engineering data
− Preservation of complete Product
Level 2 activities include corrective and preventive maintenance and specific maintenance
activities that will be performed both on Product (during maintenance the Product will be
unavailable for use), or at specific repair shops. Level 2 also includes tasks beyond those

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accomplished at Level 1 in order to facilitate the return of the equipment to its full operational
state. Level 2 maintenance will be performed at facilities capable of accommodating the
maintenance tasks, including the need to use special equipment or specialized repair shops,
and will be performed by appropriately trained and specialized personnel.

6.4 Level 3
The goal of Level 3 maintenance is to ensure the highest possible availability of the Product, as
well as providing engineering support for operational aspects. All repairs and overhaul activities
beyond Level 1 and Level 2 capabilities must be ensured. Major modifications to improve the
design and/or operational activities will be prepared and, if necessary, embodied at this level.
Level 3 activities are expected to include:

− Repairs down to full reconditioning


− Repairs requiring special or rare skills or support equipment
− Major structural repairs
− Major scheduled inspections
− Extended modifications and update programs
− Technical assistance to the Level 1 and Level 2 organizations
− Software modification
− Preservation of the complete Product
Level 3 maintenance must ensure a maximum of autonomy for the user organizations.
International cooperation can allow the set-up of an effective and economic authorized level of
maintenance. It is recommended that single source repair be considered the best solution.
Level 3 maintenance will be performed in appropriately equipped facilities or component repair
facilities of the customer or the contractor (or subcontractors). Level 3 requires appropriately
trained and specialized personnel. Level 3 maintenance also involves the return of defective
items (suspected or confirmed) to the OEM for repair/overhaul/retest.
Note
The Level 3 activities as the "highest" maintenance level can also be subdivided into two or
more levels (eg Level 3 and Level 4). This can be used when required to clearly separate
the user operated activities from the contractor operated activities at industry facilities. In
this case, the maintenance strategy would contain four levels of maintenance (or possibly
more).

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Chapter 12

Maintenance task analysis

Table of contents Page


Maintenance task analysis ............................................................................................................. 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 3
1.1 Introduction ...................................................................................................................... 3
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
1.4 Terms, abbreviations and acronyms ............................................................................... 3
2 Task justification .............................................................................................................. 4
3 Categorization of activities ............................................................................................... 5
4 Task documentation ........................................................................................................ 5
4.1 General aspects............................................................................................................... 5
4.2 Practical considerations ................................................................................................... 6
5 Task structure .................................................................................................................. 9
5.1 Rectifying and supporting tasks....................................................................................... 9
5.2 Structure of supporting tasks ......................................................................................... 10
5.3 Structure of a rectifying task - referencing method........................................................ 11
5.4 Task preconditions, pre-work and post-work................................................................. 12
5.5 Narrative description ...................................................................................................... 12
6 Task frequency .............................................................................................................. 12
6.1 Maintenance activities due to inherent equipment failures ........................................... 12
6.2 Task frequency for supporting tasks.............................................................................. 14
6.3 Maintenance activities due to damages or special events ............................................ 15
6.4 Scheduled maintenance activities ................................................................................. 15
7 Task resources and task duration ................................................................................. 16
7.1 Resources ...................................................................................................................... 16
7.2 Resources out of references ......................................................................................... 18
7.3 Harmonization of support equipment and spare parts .................................................. 18
7.4 Task location aspects .................................................................................................... 18
7.4.1 Location in conjunction with the Product itself ............................................................... 18
7.4.2 Location in conjunction with the required facility/infrastructure ..................................... 18
7.4.3 Location in conjunction with the zone within the Product itself ..................................... 19
7.5 Product and system availability during maintenance performance ............................... 19
7.6 Support solutions (task variants) ................................................................................... 19
7.7 Task duration ................................................................................................................. 20
7.8 Parallel activities within maintenance tasks .................................................................. 20
8 Training requirements .................................................................................................... 22
9 Examples of assigning rectifying tasks to LSA candidates ........................................... 22
9.1 Example 1: Major failure of equipment, non-repairable................................................. 24
9.2 Example 2: Mainboard failure of equipment 401 - Option 1 .......................................... 26
9.3 Example 3: Mainboard failure of equipment 401 - Option 2 .......................................... 28
9.4 Example 4: Failure of device 01, repairable at operational site .................................... 29
9.5 Example 5: Complex maintenance procedure on several levels .................................. 32

List of tables
1 References ...................................................................................................................... 2

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2 Terms, abbreviations and acronyms ............................................................................... 3


3 Examples for possible categorization of tasks ................................................................ 5
4 Assembly view versus breakdown view .......................................................................... 6
5 Component types............................................................................................................. 7
6 Typical situations of task documentation requirements................................................... 8
7 Typical rectifying tasks for typical events ........................................................................ 9
8 Formula symbols (task frequency rectifying tasks) ....................................................... 13
9 Formula symbols (task frequency supporting tasks) ..................................................... 14
10 Formula symbols (task frequency scheduled maintenance tasks)................................ 15
11 Assignment of task resources ....................................................................................... 16
12 Summary of resources .................................................................................................. 17
13 MET and labor time ....................................................................................................... 20
14 Comparison of resources for sequential or parallel subtasks ....................................... 21
15 Breakdown of equipment example ................................................................................ 23
16 Explanation of formats in the schematical LSA representations ................................... 25
17 Different spare part triggers ........................................................................................... 32

List of figures
1 Event-task correlation ...................................................................................................... 4
2 General equipment example ........................................................................................... 6
3 Remove procedure including preliminary work ............................................................. 10
4 Remove procedure without preliminary work activities ................................................. 10
5 Typical rectifying task - repair procedure ...................................................................... 11
6 Task resources .............................................................................................................. 17
7 Parallel activities and their resources/durations ............................................................ 21
8 Equipment example ....................................................................................................... 22
9 Breakdown of Equipment 401 ....................................................................................... 23
10 Major failure of equipment, non-repairable .................................................................... 24
11 Schematical LSA representation of example 1 ............................................................. 26
12 Mainboard failure of equipment 401 - rectified by equipment 401 replacement ........... 26
13 Schematical LSA representation of example 2 ............................................................. 27
14 Mainboard failure of equipment 401 - rectified by equipment 401 repair ...................... 28
15 Schematical LSA representation of example 3 ............................................................. 29
16 Failure of device 01, repairable at operational site........................................................ 29
17 Schematical LSA representation of example 4 ............................................................. 31
18 Major failure of equipment, only repairable at higher level ............................................ 32
19 Schematical LSA representation of example 5 ............................................................. 34

References
Table 1 References
Chap No./Document No. Title

Chap 7 LSA failure modes and effects analysis


Chap 8 Damage and special event analysis

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Chap 9 Logistic related operations analysis


Chap 10 Scheduled maintenance analysis
Chap 21 Terms, abbreviations and acronyms
S1000D International specification for technical publications using
a common source database

1 General
1.1 Introduction
The requirement for a maintenance task must be analyzed from different perspectives. The first
step is to divide up the entire task into appropriate work steps, or subtasks. This is necessary to
apply a useful structure to a complex and time-consuming activity. It is not unusual for repair or
replace procedures to contain hundreds of subtasks. The sequence of each of the subtasks
must be clear. The decision to divide up an activity depends on the requirements for the depth
of information. Depending on the use case, it can be sufficient to break down an activity into 10
subtasks with some general information. In other use cases, where there is a requirement to
perform a deep analysis, the same task, which was broken down in just 10 subtasks before is
now divided up into 40 subtasks. Additionally, an analysis of the tasks concerning the resources
is required. Everything that is needed to perform the maintenance task must be identified within
the Maintenance Task Analysis (MTA).

1.2 Objective
This chapter is a guideline for the analysis of an identified maintenance task with regard to its
logistic requirements. This mainly includes spare parts and consumables, support equipment,
personnel, facilities and task duration information. Additional information such as task criticality,
task location, training needs, pre- and post-conditions or safety requirements must also be
taken into consideration.

1.3 Scope
This chapter is directed at analysts who perform analysis activities within the LSA process to
identify corrective and preventive maintenance tasks. After the identification, a deeper analysis
of the maintenance activities is required. It is recommended that the establishment of close co-
operation between disciplines such as maintainability, testability and reliability, together with the
personnel to perform an MTA, is created. An ideal solution would be to combine these duties
and assign them to one analyst.

1.4 Terms, abbreviations and acronyms


Definitions that are specific to MTA are given in Table 2. The complete set of LSA terms,
abbreviations and acronyms is given in Chap 21.

Table 2 Terms, abbreviations and acronyms


Term Definition

Supporting task A supporting task is a part of a complete maintenance activity. As a


standalone task it cannot rectify an event, such as failures, damages,
special events or thresholds. A supporting task contains subtasks in terms
of work steps.
Rectifying task A rectifying task is any maintenance activity that resolves an event, such
as failures, damages, special events or thresholds. A rectifying task
contains subtasks in terms of referenced supporting tasks and/or definite
work steps.

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2 Task justification
Any maintenance task or operational activity that is identified as required will cause effort within
support engineering and logistics disciplines. For that reason, a justification for the performance
of each activity in the environment of maintenance and operational tasks is required. The
principle of event driven maintenance is one of the main aspects.
Maintenance tasks and related operational tasks to be considered by an LSA are justified by
corresponding logistics analysis activities. Failures, damages, special events and thresholds are
the primary drivers for maintenance activities and are described in their specific chapters. Refer
to Chap 7, Chap 8 and Chap 10.
Additionally, there are tasks which originate from other sources (eg handling and servicing
requirements or software and data loading). Refer to Chap 9.
For proper documentation of the connection between the justifying source and the related
maintenance activity, a corresponding structure in the LSA database must be established. Fig 1
shows an overview of the relationship between maintenance/operational tasks and their
justification.

Product

- General tasks
System breakdown - On demand
- For preparation

Failure modes Damage modes Special events Thresholds

Scheduled
Corrective
maintenance
Corrective maintenance Inspections Data and
tasks Operation
maintenance tasks after software
tasks
tasks Standard repair special events loading
MRO
procedures packages

Maintenance Task Analysis

ICN-B6865-S3000L0049-001-01
Fig 1 Event-task correlation
Deciding whether a maintenance task that is clearly justified by a maintenance relevant event or
a general supporting task can be difficult, particularly when analyzing operation support or
software loading tasks. For example, a task for towing an aircraft can have several different
justifications:

− Towing out of the hangar to prepare for a mission


− Towing for refueling purposes
− Towing to the maintenance hangar in case of a failure
In this case, it is not possible to indicate clearly whether the towing task is part of a maintenance
activity or an operational activity. However, this task must be considered as a specific
supporting task, which is required for different needs. Documentation of these activities and who
is responsible for them must be agreed upon between the customer and the contractor, within

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the LSA GC, in order to avoid later misunderstanding or even the neglect of such activities. The
integration of these activities within the Product breakdown is described in Chap 3.

3 Categorization of activities
For unique task identification, the use of a coding system such as the data module coding given
in S1000D for technical publication is recommended (refer to S1000D). The coding of the
activity is categorized in two data elements, information code and information code definition.
Taking into account that technical documentation and the LSA are strongly interconnected, it is
recommended that the S1000D task definitions also be used in the LSA database. This avoids
the requirement for a translation matrix from the LSA task coding and nomenclature to the
coding and naming within a technical documentation system. This approach improves
commonality, traceability and, in the end, ILS quality.
In the description of a code for a special activity, there must always be an appropriate verb,
which clearly identifies the activity. Avoid the usage of general terms. Table 3 shows some
examples from S1000D.

Table 3 Examples for possible categorization of tasks


Information code Information code description

250 Clean
251 Clean with chemical agents
256 Polish and apply wax
341 Manual test
342 Automatic test
520 Remove procedure
720 Install procedure
752 Data loading
921 Remove and replace procedure

Note
With the help of the information code of S1000D, activity groups are defined. There are
more general information codes, such as 250 for clean. Additionally, more specific
procedures concerning cleaning activities can be applied with a more detailed information
code such as 251 for cleaning with chemical agents. Refer to S1000D.

4 Task documentation
4.1 General aspects
The selection criterion for LSA candidate items is described in Chap 3. Maintenance concepts
for breakdown elements or parts which are selected as LSA candidates can be documented in
different ways. A simple general example is given in Fig 2 to begin clarification of the different
methods that can theoretically be used.

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Assembly
(eg equipment)

Part 01
Part 02
Part 03
Part 04
Part 05

Part n

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Fig 2 General equipment example
The assembly in Fig 2 above contains n different parts. Theoretically, the assembly itself and
each part within the assembly can fulfill criteria to be selected as a potential LSA candidate.
From a maintenance point of view, there are different possibilities to document the identification
of maintenance tasks concerning the repair of the assembly:
Table 4 shows the extreme situation of an either-or decision. As the documentation of an LSA
candidate must be considered as a cost intensive activity, it is recommended to be economical
with addressing breakdown elements and/or parts to be selected as an LSA candidate.

Table 4 Assembly view versus breakdown view


Assembly view Breakdown view

One LSA candidate selected = assembly itself, n LSA candidates selected


eg equipment (each part can become an LSA candidate,
because it can be replaced)

n maintenance tasks to be documented: n maintenance tasks to be documented:


repair assembly by replacement of part 1 to replace part 1 to part n
part n

4.2 Practical considerations


The situation in reality is more complex than that described in Para 4.1. The parts from the
simple example above can be repairable themselves or be discard items. Being repairable can
make a specific part within a piece of equipment an LSA candidate also. In this situation, having
an LSA candidate item within another LSA candidate item cannot always be avoided.
One of the decisive questions will be which component of the equipment has what kind of
properties concerning the possibility of repair at which maintenance level. This has a large
impact on the storekeeping method of the different items. To clarify terminology, it can be
distinguished between several types of repairable, shown in Table 5.

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Table 5 Component types


Component type Description

Non-repairable A part that will not be repaired at any maintenance level. The reason
can be technical and/or economical.
The methods of replacement within the storekeeping must be
clarified.
Repairable on industry An equipment/part which can be repaired only on industry level.
maintenance level For such items, only the replacement will be described in the LSA
database. It is recommended to identify the possibility of repair on
industry level in the LSA database. A detailed description of repair
tasks is not required.
The methods of replacement within the storekeeping must be
clarified.
Repairable on customer A part/equipment that can be repaired on a specialized customer
maintenance level, level. For such items, the replacement tasks and the repair
depot site procedures can be described in the LSA database. The level of
technical documentation for the maintenance activities must be
clearly defined within the LSA guidance conference.
The methods of replacement within the storekeeping must be
clarified.
Repairable at customer A part/equipment that can be repaired at customer level at an
maintenance level, operational site. For such items, the replacement tasks and the
operational site repair procedures must be described in the LSA database. The level
of technical documentation for the maintenance activities must be
defined clearly within the LSA guidance conference.
The methods of replacement within the storekeeping must be
clarified.

This rough classification of equipment/parts additionally depends on the influencing events on


the items. There can be failures that lead to the disposal of the complete equipment/part, and
other failures will result in the equipment/part being repaired. Each event must be analyzed to
identify which maintenance activity, at what maintenance level, must follow to rectify the event
while being aware that a definitive decision is not always possible.
There will be events that can be rectified on several maintenance levels. In this case, not only
the types of influencing events are significant, but also the economic aspects must be
considered carefully. For example the result of a Level of Repair Analysis (LORA) can be the
replacement of the complete equipment (with a follow-on discard) because of economic
aspects, however the equipment would be repairable. Also, mixed scenarios are possible. For
example, a certain percentage of a specific failure is rectified at the customer maintenance
level, and the balance will be returned to the industry maintenance level because of capacity
constraints at customer maintenance level.
In practice, many different situations concerning maintenance driving events (especially failures)
and the following required chain of maintenance activities can occur. For better understanding,
Table 6 gives an overview of typical examples. Additionally, an example of a rather simple piece
of equipment is given in Para 9 (different maintenance situations and how they can be
documented in the LSA).

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Table 6 Typical situations of task documentation requirements


Event Rectifying task Possible Remark
follow-on task

Failure of a non- Repair equipment Disposal of Non-repairable component is required as a


repairable by replacement of faulty spare part
component of faulty component component If the documentation of the discard of the
equipment at operational site faulty component is required, a specific
disposal procedure would be documented
against the component (as the appropriate
LSA candidate) as a separated rectifying task

Failure of a Repair equipment Repair faulty End item is not waiting until the completion of
repairable by replacement of component at the repair of the component
component of an faulty component operational site Component is required as a spare part
equipment at operational site

Failure of a Repair equipment None End item is waiting until the completion of the
repairable by direct repair of repair of the component
component of an faulty component Component is not required as a spare part,
equipment at operational site because the repaired component will be re-
installed
Failure of repairable Repair equipment Forwarding Repairable component is required as a spare
component of an by replacement of component to part at operational site
equipment, faulty component customer depot If the documentation of the repair of the faulty
component is at operational site site component as a follow-on task is required, it
repairable at Repair faulty would be documented against the component
customer depot site component at (as the appropriate LSA candidate) for the
customer depot repair
site

Failure of repairable Repair equipment Forwarding Repairable component is required as a spare


component of an by replacement of component to part at operational site
equipment, faulty component industry Documentation of repair on industry level not
component is at operational site required
repairable at
industry level

Failure of Replace faulty Forwarding Equipment is required as a spare part at


equipment, only equipment at equipment to operational site
repairable at operational site industry If the documentation of the repair of the faulty
industry or customer Repair equipment at customer depot site as a follow-
depot site equipment at on task is required, it would be documented
industry or against the equipment (as the appropriate
customer depot LSA candidate) for the repair
site
Major failure of Replace Discard faulty Equipment is required as a spare part on
equipment, no repair equipment at equipment operational site
possible operational site If the documentation of the discard of the
faulty equipment is required, a specific
disposal procedure would be documented
against the equipment (as the appropriate
LSA candidate) as a separated rectifying task

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It is not possible to document all combinations of events and the follow-on repair/replace
activities within this chapter. The examples given are typical ones. Depending on additional
aspects (eg abilities at the different maintenance levels, scrap rates of equipment or
components, end item waiting for repair or not), the sequence of activities can be influenced in
multiple ways. The examples are given to clarify the principle of summarizing maintenance
activities within a few full LSA candidates. A number of follow-on tasks on higher maintenance
levels need not to be analyzed in detail. Only the identification of such possible tasks can be
important. In most cases, a failure of equipment is rectified by two different task types:

− Replacement of the entire equipment (represented by a specific breakdown element)


− Repair of equipment by replacement of parts (as a follow-on task)
The follow-on tasks describe the repair procedures that must be analyzed in detail, in order to
decide where these activities must be linked to and how deep of a detailed description is
required. Another aspect to be considered is that not every replace task can be performed at a
customer operational site. For this reason, it can be necessary to transport the complete
Product/end item itself to a higher level maintenance site. In this case, the replacement of
defective equipment will be performed at industry level or at a customer depot site.

5 Task structure
Establishing a common understanding of how to create a proper maintenance task structure ,
without any problems, can be difficult.” Aspects such as, the categorization of maintenance
activities, establishing a hierarchy of maintenance tasks and subtasks, and using information
within existing task with the help of an intelligent referencing system, all need to be taken into
account

5.1 Rectifying and supporting tasks


One important step that will give a structure to the tasks is to divide them into two classes of
tasks.

− Rectifying tasks ("event solver")


− Supporting tasks
Each maintenance activity is driven by an event. This event can be a failure, damage, a special
event or a deadline, which has expired. All of these events require a maintenance action to be
completed. Each task that is able to resolve such an event can be defined as a rectifying task.
Typical examples for rectifying tasks are given in Table 7:

Table 7 Typical rectifying tasks for typical events


Event Rectifying tasks

Failure Repair or replace procedures


Damage Repair or replace procedures
Special event Inspection/fault location
Threshold Scheduled maintenance action (eg scheduled replace of a time change item)

As opposed to the rectifying task, a supporting task cannot be the solving task for an event. The
supporting task as a standalone task can never resolve a failure or damage and can never be
the standalone activity after a special event. Also, operational needs can cause specific
activities which belong to the group of supporting tasks. Typical supporting tasks are:

− Test procedures
− Gain access/undo access
− Remove and install procedures

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− Assemble and disassemble procedures


− Jacking up of a vehicle
Note
Supporting tasks can be complex and time-consuming, therefore, it must be possible to
divide these tasks into work steps.

5.2 Structure of supporting tasks


With the help of supporting tasks, the analyst is able to create a library of task modules, which
can be used later to support the creation of the more extended rectifying tasks. The supporting
task can be divided into work steps. Fig 3 and Fig 4 show a simple approach for the
arrangement of a rather simple remove procedure:

Remove procedure
(for equipment 401)

Pre-work
Pre-work step 1 Remove cover 1 (opening 4 quick fasteners)
not directly
Pre-work step 2 Open 24 screws for removal of cover 2 connected to the
equipment to be
Pre-work step 3 Remove cover 2 removed (eg
activities to gain
Pre-work step 4 Remove sealing
access)

Work step 1 Remove electrical connector E01-013 Activities


directly
Work step 2 Open safety screws S01 and S02 connected
Work step 3 Open attaching screws A01 to A07 to the
equipment to
Work step 4 Remove equipment 401 from housing be removed

ICN-B6865-S3000L0051-002-01
Fig 3 Remove procedure including preliminary work
As shown in Fig 3, this example contains both the pre-work and the work steps indicating that
the pre-work steps must be completed before the real work concerning the IUA, begins. This
situation should be avoided when building supporting tasks. All of the preconditions to perform
the work steps concerning the IUA itself are considered as completed when starting with the
first work step. For this reason, the situation shown in Fig 3 reduces to a task structure
described in Fig 4.

Remove procedure
(for equipment 401)

Work step 1 Remove electrical connector E01-013 Activities,


directly
Work step 2 Open safety screws S01 and S02
connected
Work step 3 Open attaching screws A01 to A07 to the
equipment to
Work step 4 Remove equipment 401 from housing be removed

ICN-B6865-S3000L0052-001-01
Fig 4 Remove procedure without preliminary work activities
This second way of documenting the supporting tasks is the recommended one. The work steps
are described with the help of subtasks within the supporting task. References to other existing
supporting tasks must not be used in order to avoid nested references.
Note
The procedures shown in Fig 3 and Fig 4 can equate to a procedural data module. Refer to
S1000D.

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5.3 Structure of a rectifying task - referencing method


After the creation of a library of supporting tasks, the next step is to arrange the rectifying tasks,
this means those procedures that can serve as "event solvers". Fig 5 shows the structure of a
typical repair procedure of equipment. Within this repair procedure, there are a number of
subtasks. Some of them are subtasks that are already described on another breakdown
indenture level (eg the removal of the cover 2). Some of them are subtasks that are already
described on the same breakdown indenture level (eg the removal or the installation of the
equipment 401). Both are possible, however, it is not necessary to describe the removal of the
cover 2 again within the repair procedure. This is already done at the breakdown level of the
cover 2. Therefore, it is recommended to use a reference to this existing task. Never use copies
of existing task structures. It is possible that special supporting tasks can be referenced many
times within a project. Therefore, for updating reasons, the original information must be
documented only once within the LSA database. In case of modifications of the supporting task,
the change needs only to be performed once. All references are updated automatically.

Repair procedure
(for equipment 401)

Subtask 1 Reference on: Fault location procedure

Subtask 2 Remove cover 1 (opening 4 quick fasteners)

Subtask 3 Reference on: Remove cover 2


Work step 1 Open 24 screws for removal of cover 2
Work step 2 Remove cover plate
Work step 3 Remove sealing

Subtask 4 Reference on: Remove equipment 401


Work step 1 Remove electrical connector E01-013
Work step 2 Open safety screws S01 and S02
Work step 3 Open attaching screws A01 to A07
Work step 4 Remove equipment 401 from housing

Subtask 5 Reference on: Disassemble equipment 401


Work step 1 ……………
……….. ……………

Subtask 6 Remove defective component 5

Subtask 7 Install new component 5

Subtask 8 Reference on: Assemble equipment 401

Subtask 9 Reference on: Install equipment 401

Subtask 10 Reference on: Test function of equipment 401

Subtask 11 Reference on: Install cover 2

Subtask 12 Install cover 1

ICN-B6865-S3000L0053-002-01
Fig 5 Typical rectifying task - repair procedure
Fig 5 shows a typical arrangement of a rectifying task. There are both subtasks and references
to existing supporting tasks within the sequence of the entire repair procedure. In an extreme
case, a rectifying task only contains references to existing supporting tasks.
Note
The use of references is recommended for all activities, which are always the same,
independent of where and how often the IUA is installed on the Product (eg disassemble or
assemble tasks are normally always the same, when the items are removed from the
Product). Installation and removal tasks on the other hand can be very different, if an item
is installed in several locations in the Product.

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5.4 Task preconditions, pre-work and post-work


For each task, a number of preconditions must be fulfilled in order to carry out the activity. Such
preconditions are of special interest for technical publications. Preconditions concerning safety
must be documented within the preliminary requirements section of procedural data modules.
The following aspects can be included:

− General preconditions:
This area describes the general preliminary work that must be carried out in order to
achieve the conditions, so that the real task can be started.
− Safety preconditions:
This area covers all aspects necessary to achieve conditions in which the task can be
carried out in a safe environment (warnings and cautions).
− Personnel preconditions:
In this area, all personnel aspects are covered. This includes the requirement of additional
abilities or certifications of the person as well as the need for special personal requirements
to achieve safety regulations.
The activities that must be carried out before reaching the required preconditions must appear
in the sequence of the complete maintenance task (supporting or rectifying) as corresponding
subtasks.
Another aspect is the identification of pre-work and post-work activities. In extended repair or
replace procedures containing a large number of subtasks, there can be a number of subtasks
which are necessary for the preparation of the subject repair or replace procedure (eg gain
access or failure location procedures). Such subtasks for preparation can be marked in the LSA
database as pre-work. The same applies to post-work activities, which do not belong to the real
repair or replace procedure, but have to be performed in order to actually close the complete
maintenance task (eg cleaning of support equipment, paperwork).

5.5 Narrative description


The narrative description of a maintenance activity is primarily a matter of technical
documentation. For this reason, performing one and the same activity twice must be avoided.
An extended description of a task within the LSA is not desirable. A short description of the work
steps can be given, but a brief wording is recommended. The LSA must identify the required
maintenance activities and analyze the identified tasks. The use of narrative texts in the LSA as
a draft for technical documentation should be verified carefully. Technical documentation
normally must obey strict rules concerning language, formatting and layout.

6 Task frequency
An important piece of information concerning maintenance activities is the frequency of the
analyzed rectifying task. The frequency that a maintenance activity will be performed within a
year is of central significance for the planning of logistic resources. The task frequency is
directly linked to the frequency of the triggering event. The frequency of some events can be
foreseen rather well, while others can be only estimated with the help of statistic methods.

6.1 Maintenance activities due to inherent equipment failures


Equipment failures statistically occur after a logistic time parameter called the Mean Time
Between Failure (MTBF). This is a value for the average duration between two failures of
equipment. With the assumption of a constant MTBF over the entire usage time and a single
installation of equipment, a predicted task frequency of a rectifying task can be calculated with a
simplified formula:
k
AOR
TFrec = ∑ FMRi ⋅ ⋅ λcorr ⋅ λMB
i =1 MTBF

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Table 8 Formula symbols (task frequency rectifying tasks)


Formula symbol Explanation

TFrec Task frequency of the rectifying task (1/year)

AOR Annual operating requirements [operating hours/year]


For equipment that works in continuous operation, AOR is 8760 hours per
year. The measurement base of the AOR can also be something other
than operating hours (eg distances or number of cycles).

MTBF Mean Time Between Failure [operating hours]. The measurement base of
the MTBF can also be something other than operating hours (eg distances
or number of cycles).

FMR Failure mode ratio


The failure of equipment can be distributed between several components.
Each component can be responsible for the failure of the whole equipment
with a certain ratio.

λcorr Correction factor for MTBF (in case of special conditions at special
installation areas). This correction factor can differ at each installation
location of equipment. In the case of a multiple installation of equipment,
this correction factor can be of special relevance.

λMB Correlation factor to convert different measurement bases of AOR and


MTBF (eg an MTBF is given not in operational hours, but in case of a
vehicle in a specific distance measurement base like kilometers, miles).

i Index for the identification of the FMR of the single failure mode within the
analyzed equipment.

k Number of different failure modes to be considered for the accumulation.

The formula above can be considered to be the simplest possibility. To consider the need for
correction (eg due to environmental conditions which influence the reliability of the item under
analysis), the correction factor λcorr can be used in the formula above. To consider different
measurement bases of AOR and MTBF, the correlation factor λMB can be used (eg to convert a
covered distance of a vehicle to a time measurement bases like operating hours). If no
correction or correlation is required, both values equal 1.
A more precise task frequency calculation is only possible with more complex formula taking
into account other influence factors such as:

− No failure found factors (eg Built in Test (BIT) cannot duplicate)


− MTBF can be a function of time MTBF(t), then integral calculation has to be used
− MTBF can be of different types (eg predicted, allocated, measured), the one to be used
must be selected carefully
− Correction because of induced failures can be required
The logistic value MTBF is of special interest when different types of equipment are analyzed.
The distribution of the MTBF value over the entire life cycle of equipment can have a different
behavior depending on the type of equipment. MTBF values can change over the life cycle of
equipment. Mechanical equipment with deterioration effects has a behavior that is different than
for example that of electronic equipment. Such examinations will be made by reliability analysis
activities. With the help of mathematical functions, different failure distribution behavior can be
described in detail. In this context refer to special literature concerning reliability.

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In case of multiple installation of equipment it is recommended that the task frequencies for
each installation point be calculated separately. For a required accumulation of task frequencies
(eg for maintenance tasks being performed in a special repair shop) the calculated single task
frequencies can be summarized. Depending on the installation area, the frequency of the failure
of equipment can be dramatically different.

6.2 Task frequency for supporting tasks


For supporting tasks, a task frequency cannot be calculated in the same way as for rectifying
tasks. Supporting tasks are not linked directly to any event like the rectifying tasks are.
However, supporting tasks are normally "called" by rectifying tasks using the referencing
method. By adding the task frequencies of the referencing rectifying tasks, a "sum up" task
frequency of any supporting task can be calculated with the help of the following simplified
formula:
n
TFsupp = ∑ λQ ⋅ TFrec ,i
i =1

Table 9 Formula symbols (task frequency supporting tasks)


Formula symbol Explanation

TFsupp Task frequency of the supporting task (1/year)

TFrec ,i Task frequency of the referencing rectifying task (1/year)

λQ Number of "calls" of the rectifying task for the supporting task to be


calculated

i Index for the referencing rectifying tasks

n Number of the referencing rectifying task

A task frequency of supporting tasks must be used with care since the related task
requirements are already covered by the rectifying tasks themselves which reference the
supporting tasks. Care must be taken to avoid double counting any requirements.
Due to the fact that a supporting task can be referenced by different and many rectifying or
operational tasks, the calculation of a task frequency for the supporting tasks can be of interest
concerning statistical figures that can be used for:

− Identification of maintenance drivers to be assessed for potential improvement of design


− Quantification of maintenance activities depending on the real usage/maintenance of an
item
Example: Opening and closing of covers
The remove and install tasks of a cover can be referenced many times by different rectifying
tasks from many different LSA candidates. It can be important to know how often a cover is
really removed and installed within one year because of the need for some spare parts after a
certain number of removal and installations. The remove and install of the cover due to inherent
failure or because of damage is normally only a small fraction of the real removal and
installation activity. The dominating fraction results from the need to gain access to other
equipment behind the cover.
Because of a frequent removal and installation of a cover, the design must to be user friendly
(eg by the usage of quick release fasteners) and damage tolerant.

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6.3 Maintenance activities due to damages or special events


Failures of equipment for other inherent reasons cannot be predicted in the same way as
described in Para 6.1 since the task frequency can only be estimated. If there is any experience
concerning the occurrence of damages or special events, with the help of statistical
investigations for example, the results can be used to get an idea of how frequent these
unpredictable events occur and how frequent the corresponding maintenance activities will
arise.
However difficult it is to forecast the frequency of these events, it is important to get an
estimation based on the best information available. All maintenance activities, which are
triggered by these events, have their corresponding requirements concerning material and
personnel. To estimate the resources and the capacity utilization, these unpredictable events
must be taken into account.

6.4 Scheduled maintenance activities


In the case of scheduled maintenance, no additional calculation or estimation is required
because the interval of the maintenance activity is fixed by the corresponding Scheduled
Maintenance Analysis (SMA) and by maintainability activities by assembling proper scheduled
maintenance packages.
Intervals given by scheduled maintenance can be converted to task frequency values based on
how often they occur per year. Each interval that is given by a value with a specific
measurement base must be related to the annual operating requirements. The task frequency
can be calculated with the following simple formula:

AOR
TFsched = ⋅ λcorr ⋅ λMB
Int
Table 10 Formula symbols (task frequency scheduled maintenance tasks)
Formula symbol Explanation

TFsched Task frequency of a scheduled task (1/year)

AOR Annual operating requirements [operating hours/year]


For equipment that works in continuous operation, AOR is 8760 hours per
year. The measurement base of the AOR can also be something other
than operating hours (eg distances or number of cycles).

Int Interval with corresponding measurement base (same as AOR)

λcorr Correction factor for MTBF (in case of special conditions at special
installation areas). This correction factor can differ at each installation
location of equipment. In the case of a multiple installation of equipment,
this correction factor can be of special relevance.

λMB Correlation factor to convert different measurement bases of AOR and


MTBF (eg an MTBF is given not in operational hours, but in case of a
vehicle in a specific distance measurement base like kilometers, miles).

Note
Scheduled maintenance can have a more complex structure concerning the determination
of different thresholds, intervals and triggers for a scheduled maintenance task (refer to
Chap 10). In this case, calculation of a simple task frequency value can often be
impossible.

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7 Task resources and task duration


7.1 Resources
The resources necessary to perform a maintenance task must be defined at an adequate level
within the task itself. Generally, it must be possible to identify when a resource is needed within
the sequence of the task. Additionally, it can be of interest for training purposes, which
personnel needs appropriate skills to use special support equipment. Based on the principle of
the structure of tasks, which can be arranged by subtasks and references to supporting tasks,
resources are allocated accordingly. It is recommended to follow the basic principle that each
resource is linked to that activity, when the resource actually is needed. Table 11 gives an
overview of possible resources and the method of linking it to the corresponding activity.

Table 11 Assignment of task resources


Resource Description

Spare parts Spare parts are assigned to the subtask, where they are actually required.
To get an overview of the required spare parts for the entire task, all spares
from the subtasks and from the referenced supporting tasks must be
summarized.
Consumables Consumables are assigned to the subtask, where they are actually required.
To get an overview of the required consumables for the entire task, all
consumables from the subtasks and from the referenced supporting tasks
must be summarized.
Support Support equipment is assigned to the subtask, where it is actually required. If
equipment support equipment is required during the complete task, it can be assigned
to the task instead of each single subtask. To get an overview of the required
support equipment for the entire task, all support equipment from the
task/subtasks and from the referenced supporting tasks must be
summarized.
Information can also be added about which personnel use the support
equipment. In complex subtasks, more than one person can be actively
using several pieces of support equipment. For training requirements, it must
be possible to associate support equipment with the relevant personnel
resource.
The assignment of support equipment often identifies the need only. In this
case, the identification initiates a process to procure or to develop
corresponding support equipment based on an adequate specification.
Therefore, the following cases are possible for the analyst in the MTA
concerning support equipment:
− Selection of existing and proven support equipment
− Selection of a specification for support equipment
− Identification of the need to develop a new specification of completely
new support equipment
Personnel Personnel is assigned to the subtask, where it is actually required. If
personnel is required during the complete task, it can be assigned to the task
instead of each single subtask. To get an overview of the required personnel
for the entire task, all personnel from the task/subtasks and from the
referenced supporting tasks must be summarized.

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Resource Description

Facilities Facilities are assigned to the subtask, where they are actually relevant. If a
facility is required during the complete task, it can be assigned to the task
instead of each single subtask. To get an overview of the required facilities
for the entire task, all facilities from the task/subtasks and from the
referenced supporting tasks must be summarized.
Technical Required technical documentation (eg original manufacturer's
documentation documentation) is assigned to the subtask, where it is actually relevant. If
technical documentation is required during the complete task, it can be
assigned to the task instead of each single subtask. To get an overview of
the required technical documentation for the entire task, all technical
documentation from the task/subtasks and from the referenced supporting
tasks must be summarized. Refer to S1000D.

Note
Although the S3000L data model enables the material resources to be linked to both task
and subtask, it is recommended that they are assigned to the subtask, where it is actually
required. In some cases it can be reasonable to link a resource on task level, eg if the
resource is in use during the entire task and the task contains a large number of subtasks.
On the level of the entire task, all resources from the subtasks and referenced supporting tasks
must be summarized and harmonized. This summary can be presented by reports concerning
the different resources (or even for all resources in one report). An example is given in Fig 6.

Install procedure for equipment 401

Subtask Spares Consumables Support Personnel Special MET Labor


equipment facilities time

Install equipment Seal Adhesive C None Electrician 1 None 1 min 1 min


401 into housing [1x] [as required] Electrician 2 1 min

Close attaching Washer None None Electrician 1 None 3 min 3 min


screws [7x]
A01 to A07

Close safety None None Torque Electrician 1 None 2 min 2 min


screws wrench
S01 and S02 [1x]

Install electrical None None None Electrician 1 None 0,5 min 0,5 min
connector
E01-013

ICN-B6865-S3000L0054-002-01
Fig 6 Task resources
The summary for the install procedure from Fig 6 on task level is shown in Table 12:

Table 12 Summary of resources


Resource type Resource Quantity

Spare parts Seal 1


Washer 7
Consumables Adhesive C As required
Support equipment Torque wrench 1

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Resource type Resource Quantity

Personnel Electrician 2
Special facilities none
Technical documentation not required
Mean Elapsed Time (MET) 6,5 minutes
Labor time 7,5 minutes

7.2 Resources out of references


Within the methodology of referencing supporting tasks, it must be considered that the
resources of the referenced tasks will be taken over to the referencing rectifying task. At first
glance, this seems to be a proper approach. However, this approach can result in a false
estimation of personnel requirements. Normally, simple work steps are performed by personnel
with a lower qualification (eg the removal of access covers). For that reason, these personnel
are normally documented within these simple supporting tasks. If the supporting task is
referenced within an extended repair or replace procedure, there must be the option in this
context to change the real executing personnel to another person (with another/higher
qualification), who is also able to perform the referenced activity and who is involved in the
complete task anyway.
Similar to personnel, the use of support equipment originating in referenced supporting tasks
should be analyzed carefully. Perhaps it is possible to replace the support equipment from the
original supporting task by another, which is also used within the complete rectifying task at
another position and which can also fulfill the needs of the original support equipment. In this
case, it is possible to reduce the amount of different support equipment that must be used within
the rectifying task.

7.3 Harmonization of support equipment and spare parts


To reduce administrative effort and to avoid needless costs, it must be ensured that all identified
support equipment and spare parts will be harmonized on Product level. The list of support
equipment must be analyzed whether there are options to replace several pieces of equipment
by a single equipment or if there are support equipment of different manufacturers with exactly
the same functionality. The mixture of spare parts from different manufacturers should be
avoided where identical items of supply are installed in different locations.

7.4 Task location aspects


To cover all aspects concerning the location at which a task is performed three different location
information types can be distinguished.

7.4.1 Location in conjunction with the Product itself


The location of a task in conjunction with the Product can be aligned with the S1000D data
element Item Location Code (ILC). The terminology "On" and "Off" tasks can be referred to
frequently. This means the location of the maintenance activity with regard to the Product. An
"On"-task concerning location means that the activity is performed directly on the Product (eg in
or directly at an aircraft). A removal task of an LRU is always an "On"-task, because the LRU is
always removed directly from the Product. The disassemble task after the removal in a special
maintenance shop is a typical example for an "Off"-task concerning this type of location. Refer
to S1000D.

7.4.2 Location in conjunction with the required facility/infrastructure


Another piece of information concerning location of a task is the attribute of a required facility.
Additional to the "On" and "Off" information from Para 7.4.1 the required facility is an attribute at

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the subtask level. The selection of a facility object as the location of a subtask does not fix
automatically the location information concerning "On-" and "Off-" activities. Examples for
infrastructure or facilities can be the following:

− Maintenance hangar
− Individual shops such as electronic shop or engine shop
− Movement area
− Out of area

7.4.3 Location in conjunction with the zone within the Product itself
If the Product is divided into physical areas (zones) this information can be added as an
additional attribute (eg a zone identifier) to the subtask. In this case, the location aspect is
related to the layout of the Product. The information can be used to estimate the amount of
activity within each local zone of the Product.
Note
Information concerning zones can also be used for the documentation of the result of a
zone analysis in conjunction with an SMA. In this case, the zones will be documented in the
form of non-hardware breakdown elements. The identified scheduled maintenance tasks
can be documented against these breakdown elements (refer to Chap 10).

7.5 Product and system availability during maintenance performance


Further important information concerning the Product or different systems within the Product is
the availability during maintenance activities. This information can be documented with the help
of corresponding codes on different breakdown levels.
This information covers the ability to operate the Product during maintenance procedures. It can
be distinguished between:

− Product not available during maintenance


In this case, the Product cannot be used during, for example, a repair procedure or an
inspection. The Product must wait until the maintenance action is finished before it is
available again. A typical situation can be the removal of a defective component and the
repair of the defective component (eg in a special maintenance shop). After successful
repair, the repaired component will be re-installed into the Product. During the entire repair
activity on the defective component, the Product was waiting.
− Product available during maintenance with reduced capability
In this case, the Product can be used during, for example, a repair procedure or an
inspection with reduced capability.
− Product fully available during maintenance
In this case, the Product can be used during a repair procedure or an inspection with full
capability. A typical example is the replacement of a defective component by a new one.
Upon completion of the replace procedure, full capability is recovered. However, the
defective component can be repaired in a special maintenance shop, but this repair does
not have any influence on the availability of the Product. After the successful repair, the
repaired component will be stored for later use.

7.6 Support solutions (task variants)


Maintenance activities can differ depending upon the environmental conditions during the
performance of the task. In this case, the task itself can be nearly the same, however additional
support equipment can be required or the task itself is different from the original one. Reasons
for variants of tasks can be:

− Performance of the task under different environmental conditions (climatic aspects)


− Performance of the task at different places
− Performance of the task for another customer with different preconditions concerning
personnel and equipment of the operational site

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− Permanent repair or temporary repair


− Differences from peace time to war time scenarios
Task variation brought about by different conditions and/or configurations of the Product, can be
reflected by using applicability, which can also carry over to the technical documentation. Refer
to S1000D.

7.7 Task duration


To get an overview about the capacity utilization of personnel and support equipment, time
information about the tasks is required. Within the task, the duration of a task and the working
time of the personnel must be distinguished. Table 13 explains the difference between Mean
Elapsed Time (MET) and labor time.

Table 13 MET and labor time


Time Description

Mean Elapsed Time Duration of the entire task. The duration is addressed against the
(MET) subtasks. The duration of the whole task can be calculated as the sum
of times coming from the subtasks and from the referenced supporting
tasks.
Labor time Summarized duration of personnel work. This time is addressed
against the subtasks. If more than one person is working at the same
time on a subtask, the labor time for each different skill level must be
summarized.
For example three persons of the same skill level are working at the
same time within a subtask, which takes 20 minutes. In this case for
this subtask the following times can be documented:
MET: 20 minutes
Labor time: 60 minutes

Regarding times/durations of maintenance tasks, it must be considered, what type of duration is


documented in the MTA. Taking into account the non-productive times to estimate personnel
requirements is an especially important aspect. In the LSA database, normally so-called
"spanner-in-hand" times are documented. This means that all preliminary work concerning
preparation of the real maintenance activity (eg paperwork, fetching of support equipment or
material) normally is not included. To take into consideration non-productive times, estimates
can be performed outside the LSA.
Another aspect is the consideration of logistic delay times. Any delay caused by waiting times
for logistic resources (eg support equipment or facilities not immediately available, waiting for
personnel, waiting for materiel) is usually not documented in the LSA. To take into consideration
logistic delay times, estimates can be performed outside the LSA.
Note
Waiting times caused by integral parts of a maintenance task such as the curing of materiel
or the drying of paint should not be considered in the same way as non-productive times or
logistic delay times. Another aspect is the need for authorized inspection before continuing
the entire maintenance task with the next step. These well predictable procedures can be
documented within a maintenance task as an own subtask with its specific duration and
logistic requirements.

7.8 Parallel activities within maintenance tasks


For more complex maintenance tasks containing many subtasks which are performed by
different persons, the simultaneous performance of work steps must be considered. This

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simultaneity of activities of course has an influence on MET for the complete maintenance task,
as well as for the task resources concerning support equipment and personnel. Refer to Fig 7:

to t1 = 1 min t2 = 4 min t3 = 8 min t4 = 12 min t5 = 15 min t6 = 18 min t7 = 20 min

ST5 ST8
P3 SE A SE B P3

ST1 ST2 ST3 ST4 ST6 ST7


P1 P1 SE A P1 P2 P2 SE B P1 P1

time

Mean Elapsed Time (MET) = 20 min

P1 Person 1 – Mechanic basic Labor time = 16 min


P2 Person 2 – Mechanic advanced Labor time = 8 min Labor time = 35 min
P3 Person 3 – Mechanic basic Labor time = 11 min

SE A Support equipment A
SE B Support equipment B
ICN-B6865-S3000L0055-001-01
Fig 7 Parallel activities and their resources/durations
The parallel subtasks ST5 to ST3/ST4 require the support equipment SE A and SE B. For
subtask ST5 the same support equipment as in subtask ST2 can be used because these
activities are not performed in parallel. The consequence for the complete task is the
requirement of one support equipment SE A. For support equipment SE B, there is a different
situation. Because of the parallel use of support equipment SE B in the partly parallel subtasks
ST4 and ST5, there is a requirement of two support equipment SE B for the complete
maintenance task.
A similar situation holds for the personnel. The person with the qualification mechanic basic is
required in parallel for the subtasks ST3 and ST5 as well as for ST7 and ST8. This causes the
requirement of an additional person P3 with the same qualification as person P1.
Table 14 shows the differences between a simple approach using a sequential methodology
(one subtask after the other) or the possibility of parallel activities.

Table 14 Comparison of resources for sequential or parallel subtasks


Step by step sequence Parallel activities

Mean Elapsed Time:


MET = 35 min MET = 20 min

Support equipment requirements:


SE A: 1 SE A: 1
SE B: 1 SE B: 2

Personnel requirements:
Mechanic basic: 1 (P1) Mechanic basic: 2 (P1 and P3)
Mechanic advanced: 1 (P2) Mechanic advanced: 1 (P2)

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To document the parallel and sequential performance of subtasks, the elements


subtaskTimelineEvent and subtaskTimelineLag contained in the Chap 19 data model can be
used to document the relationship of subtasks. This can also be used to create a draft version
of a working plan by, for example, deriving a graphic schedule of a maintenance task from the
LSA database content.

8 Training requirements
The identification of training requirements concerning maintenance activities can be derived
from the maintenance tasks documented in the LSA database. In this context it must be
distinguished between special training needs and training needs which are covered by the
abilities which can be attained by normal professional education. However, especially in many
international projects, the aspect of national situations concerning education can make it difficult
to identify general training needs for each partner nation.
To support the Training Needs Analysis (TNA), there is a need to document special training
requirements to perform a maintenance task. For this reason, the task must be analyzed
concerning requirements on the subtask level (eg the use of a complex support equipment
which requires training) as well as on the task level to judge the complexity of the task as a
whole. The aspects to be considered are:

− Responsible section or department for the maintenance task


− Selected skill level of personnel performing the subtask
− Need for team training due to the complexity of the task
− Use of special support equipment which requires training
− Required special training to perform the task/subtask
− Required training methods
− Required experience to perform the task/subtask
− Complexity of the task as a whole
The information concerning training can be collected at task or subtask level. At the subtask
level, it is possible to analyze each activity in detail and to assign special support equipment to
the affected person performing the activity. Training information collected at task level are valid
for all subtasks, eg determination of a general skill level required for the task. Summarizing the
results of the training information for the complete task is the last step.

9 Examples of assigning rectifying tasks to LSA candidates


The following examples are provided to give a better understanding how to assign tasks to the
corresponding LSA candidates. For that reason, a simple example of equipment is used for the
following typical cases.

Equipment 401
Device 01
Mainboard
Part 01
Part 02 Power supply
Part 03
Connector

Board 01 Transformer

ICN-B6865-S3000L0056-002-01
Fig 8 Equipment example
The equipment example shown in Fig 8 and contains the components with corresponding
properties shown in Table 15. The hierarchical Product breakdown is shown in Fig 9.

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Table 15 Breakdown of equipment example


BEI Name Component type Next higher
BEI

46-01-01 Equipment 401 Equipment (LSA candidate) -


46-01-01-01 Device 01 Repairable at customer operational site 46-01-01
46-01-01-01-01 Part 01 Repairable at industry 46-01-01-01
46-01-01-01-02 Part 02 Non-repairable 46-01-01-01
46-01-01-01-03 Part 03 Non-repairable 46-01-01-01
46-01-01-02 Board 01 Repairable at industry 46-01-01
46-01-01-03 Mainboard Non-repairable 46-01-01
46-01-01-04 Power supply Repairable at customer depot site 46-01-01
46-01-01-04-01 Connector Non-repairable 46-01-01-04
46-01-01-04-02 Transformer Repairable at industry 46-01-01-04

Equipment 401
46-01-01

Device 01 Board 01 Mainboard Power supply


46-01-01-01 46-01-01-02 46-01-01-03 46-01-01-04

Part 01 Part 02 Part 03 Connector Transformer


46-01-01-01-01 46-01-01-01-02 46-01-01-01-03 46-01-01-04-01 46-01-01-04-02

ICN-B6865-S3000L0102-001-01
Fig 9 Breakdown of Equipment 401

The following paragraphs establish a better understanding how maintenance activities can be
presented within the LSA database. From a rather simple situation like an equipment
replacement to an extended one with several activities at several maintenance levels the
examples illustrate the diversity of maintenance tasks and to the need of careful documentation
of all information which is crucial to complete a maintenance activity. For each event driven
situation there are several potential solutions to rectify the failure.
In the examples, typical possible solutions are shown. In the figures, which show the
representation of the LSA database content, the information is reduced to the essential steps in
terms of LSA.

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9.1 Example 1: Major failure of equipment, non-repairable

Customer´s Equipment 401 Customer´s


operational Device 01 Mainboard maintenance
Part 01
site Part 02
depot/storage
Power supply Equipm ent 401

Part 03
Connector
Device 01 Mainboard

Part 01

Part 02

Board 01 Transformer Part 03


Power supply

Connector

Transformer
Board 01

Spare part

1
5
4 Maintenance
shop at Discard Industry
operational site Dispose Manufacturer
Equipm ent 401 Equipm ent 401

Device 01

Part 01

Part 02
Mainboard

2 Device 01

Part 01

Part 02
Mainboard

Power supply Power supply


Part 03 Part 03
Connector Connector

Transformer Transformer
Board 01 Board 01

3
ICN-B6865-S3000L0057-002-01
Fig 10 Major failure of equipment, non-repairable
Event:
Failure of equipment 401 which cannot be repaired by replacement of components, a complete
equipment change is required
LSA candidate: Equipment 401
Complete maintenance procedure description:
Refer to Fig 10.
1 Remove faulty equipment 401 at customer's operational site
2 Test faulty equipment 401 at maintenance shop (need for a new equipment 401 to replace
the faulty equipment 401 identified).
Discard/dispose faulty equipment 401 (follow-on task)
3 Receive spare part (complete equipment 401) from customer's maintenance depot
4 Install new equipment 401 at customer's operational site (replacement of equipment 401)
Failure rectified, Product can be used again
5 Re-order new equipment 401 from industry to restock customer's maintenance depot
For schematical LSA representation, refer to Fig 11.
Rectifying task for the event:
Replace equipment 401
Follow-on maintenance related tasks:
Discard/dispose faulty equipment
Other follow-on activities:

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Re-order new equipment 401

The following table explains the usage of formats in the schematical LSA representations.

Table 16 Explanation of formats in the schematical LSA representations


Format Explanation

White box, black Breakdown element


letters

Orange box, black Failure at LSA candidate level


letters

Green box, black Rectifying task for the failure at LSA candidate level
letters

White box, black Follow-on task triggered by a failure at LSA candidate level
letters, red dashed
frame

Arrows, black Relations from:


Breakdown element to a subsequent breakdown element
Breakdown element to the related failure at LSA candidate level
Breakdown element to the rectifying task

Dashed arrows, Relations from:


black Failure to rectifying task
Failure to follow-on task

Arrows, red Relation from rectifying task to supporting task (only for example 4)

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Schematical LSA representation of rectifying and follow-on tasks:

Equipment 401
46-01-01

Main failure
of equipment 401

Replace
equipment 401 On-site Customer‘s
maintenance responsibility

Dispose faulty
equipment 401

ICN-B6865-S3000L0103-002-01
Fig 11 Schematical LSA representation of example 1

9.2 Example 2: Mainboard failure of equipment 401 - Option 1


2

Customer´s Equipment 401 Customer´s


operational Device 01 Mainboard maintenance
Part 01
site Part 02
depot/storage
Power supply Equi pm en t 40 1

Part 03
Connector Device 0 1

Part 01
Mainb oar d

Part 02

Board 01 Transformer Part 03


Power su pply

Conne ctor

Tra nsfor mer


Board 01

Spare part

5 Mainboard
1
6
Maintenance
Shop at Discard Industry
operational site Dispose Manufacturer

Mainboard
Device 0 1
Equi pm en t 40 1

Mainb oar d
3
Part 01

Part 02

Power su pply
Part 03
Conne ctor

Tra nsfor mer


Board 01

4
ICN-B6865-S3000L0058-002-01
Fig 12 Mainboard failure of equipment 401 - rectified by equipment 401 replacement
Event:
Failure of mainboard (component itself is not repairable)
LSA candidate: Equipment 401
Complete maintenance procedure description:
Refer to Fig 12.

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1 Remove faulty equipment 401 at customer's operational site


2 Receive spare part (complete equipment 401) from customer's maintenance depot
Install new equipment 401 at customer's operational site (replacement of equipment 401)
Failure rectified, Product can be used again
3 Remove faulty mainboard from equipment 401
Discard/dispose faulty mainboard
4 Receive spare part (new mainboard) from customer's maintenance depot
Repair faulty equipment 401 by installation of new mainboard
5 Send back repaired equipment 401 to customer's maintenance depot
6 Re-order new mainboard from industry to restock customer's maintenance depot
For schematical LSA representation, refer to Fig 13.
Rectifying task for the event:
Replace equipment 401
Follow-on maintenance related tasks:
Dispose faulty mainboard
Repair faulty equipment 401 by installation of new mainboard
Other follow-on activities:
Re-order new equipment 401
Schematical LSA representation of rectifying and follow-on tasks:

Equipment 401
46-01-01

Failure
of mainboard

Replace
equipment 401

Repair faulty
equipment 401 by On-site Operator‘s
replacement of maintenance responsibility
mainboard

Mainboard
46-01-01-03

Dispose faulty
mainboard
ICN-B6865-S3000L0104-001-01
Fig 13 Schematical LSA representation of example 2

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9.3 Example 3: Mainboard failure of equipment 401 - Option 2


Customer´s Equipment 401 Customer´s
operational Device 01 Mainboard maintenance
Part 01
site Part 02
depot/storage
Power supply
Part 03
Connector
Spare part
Board 01 Transformer

Mainboard

1
5
Maintenance
Shop at Discard Industry
operational site Dispose Manufacturer

Mainboard
Equi pm en t 40 1
2
Device 0 1 Mainb oar d

Part 01

4 Part 02

Part 03
Power su pply

Conne ctor

Tra nsfor mer


Board 01

3
ICN-B6865-S3000L0059-002-01
Fig 14 Mainboard failure of equipment 401 - rectified by equipment 401 repair
Event:
Failure of mainboard (component itself is not repairable)
LSA candidate: Equipment 401
Complete maintenance procedure description:
Refer to Fig 14.
1 Remove faulty equipment 401 at customer's operational site
2 Remove faulty mainboard from equipment 401
Discard/dispose faulty mainboard
3 Receive spare part (new mainboard) from customer's maintenance depot
Repair faulty equipment 401 by installation of new mainboard
4 Re-install equipment 401
Failure rectified, Product can be used again
5 Re-order new mainboard from industry to restock customer's maintenance depot
For schematical LSA representation, refer to Fig 15.
Rectifying task for the event:
Repair equipment 401 by replacement of mainboard
Follow-on maintenance related tasks:
Discard/dispose faulty mainboard
Other follow-on activities:
Re-order new mainboard

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Schematical LSA representation of rectifying and follow-on tasks:

Equipment 401
46-01-01

Failure
of mainboard

Repair faulty
equipment 401 by
replacement of
mainboard
On-site Operator‘s
maintenance responsibility
Mainboard
46-01-01-03

Dispose faulty
mainboard

ICN-B6865-S3000L0105-001-01
Fig 15 Schematical LSA representation of example 3

9.4 Example 4: Failure of device 01, repairable at operational site


Customer´s Equipment 401 Customer´s
operational Device 01 Mainboard maintenance
Part 01
site Part 02
depot/storage
Power supply
Part 03
Connector
Spare part
Board 01 Transformer
Part 02

1
7
Maintenance
Shop at Discard Industry
operational site Dispose Manufacturer

Equi pm en t 40 1

Device 0 1 Mainb oar d


Part 02
Part 01

6 Part 02

Part 03
Power su pply

Conne ctor 3
Tra nsfor mer
Board 01

2 5
Device 01
Part 01
Part 02
Part 03
4
ICN-B6865-S3000L0060-002-01
Fig 16 Failure of device 01, repairable at operational site
Event:
Failure of Device 01 (component itself is repairable at operational site)

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LSA candidate: Equipment 401 and device 01


Complete maintenance procedure description:
Refer to Fig 16.
1 Remove faulty equipment 401 at customer's operational site
2 Remove faulty device 01 from equipment 401
3 Remove faulty part 02 from device 01
Discard/dispose faulty part 02
4 Receive spare part (new part 02) from customer's maintenance depot
Repair faulty device 01 by installation of new part 02
5 Re-install device 01 into equipment 401
6 Re-install equipment 401
Failure rectified, Product can be used again
7 Re-order new part 02 from industry to restock customer's maintenance depot
For schematical LSA representation, refer to Fig 17.
Rectifying tasks for the event:
Repair equipment 401 by re-installation of repaired device 01
Repair device 01 by replacement of part 02
Follow-on maintenance related tasks:
Discard/dispose faulty part 02
Other follow-on activities:
Re-order new part 02

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Schematical LSA representation of rectifying and follow-on tasks:

Equipment 401
46-01-01

Failure of
part 02

Repair faulty
equipment 401 by
replacement of part
02 within device 01

Device 01
46-01-01-01

Disassemble On-site Operator‘s


device 01 maintenance responsibility
Remove faulty
part 02

Install new
part 02

Assemble
device 01

Part 02
46-01-01-01-02

Dispose part 02

ICN-B6865-S3000L0106-001-01
Fig 17 Schematical LSA representation of example 4
Note
Example 4 demonstrates a possible solution for a more complex situation as in the previous
examples. On closer examination the example describes a classical problem how to
document rectifying maintenance tasks. Device 01 and equipment 401 are both repairable.
At the same time device 01 is a component of equipment 401. That means both can serve
as typical LSA candidates which can be repaired by the replacement of components. This
situation can be described as "full LSA candidate contains another full LSA candidate". The
way to handle this situation as described in example 4 is one possible solution. The failure
is documented against equipment 401 (in this case, testability and detectability properties
must allow the failure detection and localization on the level of equipment 401).
Consequently, the rectifying task is also documented against the equipment 401 (here
Repair faulty equipment 401 by replacement of part 02 within device 01 and the
subsequent re-install of the repaired device 01). The detailed activity within device 01
(remove, disassemble, assemble, re-install), can be documented as supporting tasks within
device 01 as a partial LSA candidate (the rectifying task will refer to these supporting
tasks). The exchange of part 02 will be documented as a work step within the rectifying task
to trigger the need for the spare part itself (in this case part 02).
Depending on the situation that the entire Product is waiting for the re-installation of a faulty
equipment/component after any repair activity, the representation within the maintenance tasks
in the LSA database is of different character. The need for spare parts is influenced on this
decision (wait for repair or not). In general, two main situations can occur, shown in Table 17:

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Table 17 Different spare part triggers


Product waiting situation Consequence

Product is waiting for repair of The entire equipment is not needed as a spare part,
equipment because the same equipment will be re-installed (after
a successful repair) into the Product.
Product is not waiting for repair of The entire equipment is needed as a spare part,
equipment because a new equipment will be installed to repair
the Product to enable the reuse the Product as soon
as possible. The repair of the equipment will be
carried out later, when the Product is already in use
again.

9.5 Example 5: Complex maintenance procedure on several levels


Equipment 401

Device 01 Mainboard
Customer´s Part 01
Customer´s
Part 02
operational Part 03
Power supply
maintenance
Connector
site Transformer
depot/storage 3
Board 01

Power su pply

Connect or
Power su pply

Tran sfor mer


Connect or

Tran sfor mer

7
Transformer

Spare parts
1
5
Maintenance Transformer

Shop at 12
operational site
Equi pm ent 401 9 Industry
Device 0 1

Part 01

Part 02
Mainb oar d
4 Power su pply

Manufacturer
Connect or
Power su pply
Part 03
Tran sfor mer
Connect or

Tran sfor mer


Board 0 1

Transformer
2
Transformer
11
Power supply

Connector

8 Transformer

6
10
Transformer

ICN-B6865-S3000L0061-002-01
Fig 18 Major failure of equipment, only repairable at higher level
Event:
Failure of power supply (component itself is repairable at operational site by replacement of
part, part itself is repairable at industry site)
LSA candidate: Equipment 401 and power supply
Complete maintenance procedure description:
Refer to Fig 18.

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1 Remove faulty equipment 401 at customer's operational site


2 Remove faulty power supply from equipment 401 at customer's operational site
3 Receive spare part (new power supply) from customer's maintenance depot
4 Install new power supply into equipment 401
5 Re-install equipment 401
Failure rectified, Product can be used again
6 Remove faulty transformer from power supply
7 Receive spare part (new transformer) from customer's maintenance depot
8 Repair faulty power supply by installation of new transformer
9 Send back repaired power supply to restock customer's maintenance depot
10 Send back faulty transformer to industry
11 Repair faulty transformer at industry site
12 Industry to send back repaired transformer to restock customer's maintenance depot
For schematical LSA representation, refer to Fig 19.
Rectifying tasks for the event:
Repair equipment 401 by replacement of power supply
Follow-on maintenance related tasks:
Repair power supply by replacement of transformer at operational site
Repair transformer at industry site
Other follow-on activities:
Send back repaired power supply from operational site to customer's maintenance depot
Send back repaired transformer from industry to customer's maintenance depot

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Schematical LSA representation of rectifying and follow-on tasks:

Equipment 401
46-01-01

Failure of
power supply

Repair faulty
equipment 401 by
replacement of
power supply

Power supply On-site Operator‘s


46-01-01-04 maintenance responsibility

Failure of
transformer

Repair power
supply by
documented and replacement of
described in LSA transformer

documented in Transformer
LSA (without 46-01-01-04-02
Industry Industries
detailed
maintenance responsibility
description)
Repair transformer
at industry

ICN-B6865-S3000L0107-001-01
Fig 19 Schematical LSA representation of example 5

Applicable to: All S3000L-A-12-00-0000-00A-040A-A

End of data module Chap 12


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Chapter 13

Software support analysis

Table of contents Page


Software support analysis .............................................................................................................. 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 3
1.1 Introduction ...................................................................................................................... 3
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 4
2 Software support analysis in the different project phases ............................................... 4
3 Breakdown concept ......................................................................................................... 5
3.1 Functional and physical breakdown principles ................................................................ 5
3.2 Physical software categories ........................................................................................... 6
3.2.1 Field-loadable software ................................................................................................... 6
3.2.2 Shop-loadable software ................................................................................................... 6
3.2.3 Resident software/firmware ............................................................................................. 6
3.3 LRU and SRU aspects .................................................................................................... 6
3.4 Functional software categories ........................................................................................ 6
3.5 Data ................................................................................................................................. 7
4 Software support analysis ............................................................................................... 7
4.1 SSA process - commonality with the LSA business process .......................................... 7
4.2 SSA candidate selection .................................................................................................. 8
4.2.1 Selection of physical candidates ..................................................................................... 8
4.2.2 Selection of functional candidates ................................................................................... 8
4.3 Maintenance relevant events for software (support initiators) ......................................... 9
4.3.1 Operational events .......................................................................................................... 9
4.3.2 Technical events .............................................................................................................. 9
4.3.3 Software improvement requirements............................................................................... 9
4.3.4 Software failures ............................................................................................................ 10
4.4 FMECA/FMEA aspects .................................................................................................. 11
4.5 SMA for software ........................................................................................................... 11
4.6 LORA aspects................................................................................................................ 11
4.7 Software support tasks .................................................................................................. 12
5 Software support concept framework ............................................................................ 12
5.1 Software support profile ................................................................................................. 13
5.1.1 Software support levels ................................................................................................. 13
5.1.2 Software support roles ................................................................................................... 14
5.1.3 Use cases for software support activities ...................................................................... 14
5.2 Support classes ............................................................................................................. 14
5.2.1 Processes ...................................................................................................................... 15
5.2.2 Product .......................................................................................................................... 15
5.2.3 Environment................................................................................................................... 15
5.3 Support functions and software related support tasks .................................................. 15
5.3.1 Operational servicing support ........................................................................................ 16
5.3.2 Management support ..................................................................................................... 19
5.3.3 Software modification tasks ........................................................................................... 20
6 Supportability factors ..................................................................................................... 22
6.1 Compatibility matrix ....................................................................................................... 22
6.2 Deployment.................................................................................................................... 22
6.3 Documentation............................................................................................................... 22
6.4 Loading/unloading and installation ................................................................................ 23

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6.5 Transportation on hardware carriers ............................................................................. 23


6.6 Expansion capability ...................................................................................................... 23
6.7 Modular software design ............................................................................................... 23
6.8 Modification frequency ................................................................................................... 24
6.9 Recovery........................................................................................................................ 24
6.10 Safety integrity ............................................................................................................... 24
6.11 Security .......................................................................................................................... 25
6.12 Size ................................................................................................................................ 25
6.13 Skills .............................................................................................................................. 25
6.14 Software distribution ...................................................................................................... 26
6.15 Standardization .............................................................................................................. 26
6.16 Technology .................................................................................................................... 26

List of tables
1 References ...................................................................................................................... 2
2 Failure classes ............................................................................................................... 10
3 Software support levels ................................................................................................. 13
4 Tasks for provision of new functionality and/or capability ............................................. 16
5 Tasks for recovery of a system and for problem reporting in case of failures ............... 17
6 Organizational tasks ...................................................................................................... 18
7 Maintenance support tasks............................................................................................ 19
8 Software modification tasks ........................................................................................... 21

List of figures
1 Software support analysis in the different project phases ............................................... 4
2 Aspects of an SSC......................................................................................................... 12

References
Table 1 References
Chap No./Document No. Title

Chap 3 LSA business process

Chap 10 Scheduled maintenance analysis

Chap 11 Level of repair analysis

S4000P International specification for developing and continuously


improving preventive maintenance

MSG-3 A4A MSG 3 - Operator/Manufacturer Scheduled


Maintenance Development

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Chap No./Document No. Title

RCM Examples include


MIL-STD-1843 (USAF) - Reliability-centered maintenance
for aircraft, engines and equipment
MIL-STD-2173 (AS) - Reliability-centered maintenance for
naval aircraft, weapon systems and support equipment
UK MoD DefStan 02-45 - Requirements for the application
of reliability-centered maintenance - techniques to HM
ships, submarines, royal fleet auxiliaries and other naval
auxiliary vessels
RTCA/DO-178B Software Considerations in Airborne Systems and
Equipment Certification
SAE JA1004 Software Supportability Program

SAE JA1005 Software Supportability Implementation Guide

SAE JA1006 Software Support Concept

1 General
1.1 Introduction
In modern Products, software aspects are of increasing importance. More and more
functionality is supported or realized by complex software packages. Concepts and processes
are established for hardware components to guarantee full supportability of the Product during
the entire life cycle The appropriate tool to achieve this goal for hardware is the LSA process.
The same requirements apply for software. Hardware and software are of equal importance for
the proper function of a Product. For this reason, an analysis methodology called Software
Support Analysis (SSA) can be applied in order to develop an adequate Software Support
Concept (SSC). SSA is a methodology to analyze software with the purpose of supplying the
customer with all necessary information to establish a cost effective SSC. This includes all
equipment, tools, personnel, documentation, infrastructure and required skills and training.
An SSC takes into account all activities in order to enable a continued usage of software within
a Product. To find a common understanding of software support, a standardized concept for
software support documentation is recommended to be part of an LSA program plan,
harmonized between the contractor and the customer.
Similar to the analysis activities for hardware, software must be analyzed with regard to its
operational and maintenance requirements. Special operational aspects are of particular
interest for the end user of a Product because of the influence on the day-to-day business.
Aspects covering software modification, such as bug-fixing and software improvement (eg
software upgrades), must also be taken into account.

1.2 Objective
This chapter provides the logistic analyst with guidelines for handling the specific requirements
concerning software in the environment of maintenance and operation. The interrelation
between software and hardware is clearly defined and the method of integrating software
aspects into the overall LSA process is explained.
For software itself, a clear distinction between operational and maintenance aspects and real
software modification must be established. For example, operational aspects can include the
simple act of loading working software or required data to equipment within the Product,
whereas software modification covers aspects that deal with the change of the source code to

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fix a problem, improve the performance of a software package, or adapt to changes in


procedures, data, or systems that affect the software performance.

1.3 Scope
This chapter is directed at ILS managers and/or LSA analysts for both contractors and
customers who analyze Products containing software. With the means of LSA and SSA, an
appropriate support concept for such equipment can be established. With the help of the results
of the various analyses, the customer's needs concerning supportability, readiness and
operability of hardware that contains software can be assured.

2 Software support analysis in the different project phases


Similar to the application of LSA, SSA is an analysis activity, which can be applied throughout
the entire life cycle of a Product containing software. In the different life cycle phases various
analysis activities must be performed, refer to Fig 1. Depending on the phase, some activities
increase in importance, others decrease. For example, during the design and development
phase, the application of SSA is of high importance as it can influence software architecture and
design in terms of supportability requirements for future needs to load, service, or modify the
software packages. In an early concept phase, SSA helps to identify basic software support
requirements. During the in-service phase, similar aspects as those for hardware are valid.
Technical modifications will force the analyst to repeat the analysis of the logistic concepts for
the affected hardware/software. For this reason, an iterative SSA/ILS process will occur at
different depths, depending on the extent of the technical modifications. These activities are
basically the same as those in the design and development phase and in the production and
introduction phase, but normally to a smaller extent.

Early phases
Production
Waste
Conception Design & Development and
In-service phase disposal
phase phase introduction
phase
phase
Risk reduction
phase

TIME

First Final
logistic analysis logistic
tasks analysis
tasks
Analysis for ….
identification of Erasure
Iterative Periodic assessment
general SSA of data
needs SSA / ILS
Migration
process
Comparative of data
analysis
Archiving
Basic Software of data
Support
Concept (SSC)
Detailed software analysis tasks:
Configuration assessment
Software Support Analysis (SSA)
Level of Repair Analysis (LORA)
for software
Maintenance Task Analysis (MTA) for
software related tasks Management of technical
Software delivery modifications during In-service
Software installation and configuration phase (additional to the periodic
assessment)

ICN-B6865-S3000L0062-001-01
Fig 1 Software support analysis in the different project phases

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In the disposal phase, handling software and/or data during the disposal of hardware is
important and care must be taken to ensure data is dealt with in accordance with the project's
requirements. Sensitive data must be erased from scrapped hardware (eg, in a military
environment). For archiving purposes, existing data must be preserved from disposed hardware
components. If existing data is needed for further operation of newly implemented systems, the
possibilities of data migration must be analyzed and concepts for data migration must be
established.

3 Breakdown concept
Chap 4 provides guidance on the development and assignment of BEIs for hardware and
software with examples of physical and functional breakdowns. It is recommended to follow this
guidance and the examples in developing the breakdown relationships of software in the
context of the hardware.
For software, it is possible to obtain a breakdown element identifier similar to that of hardware
by following the concepts of physical or functional breakdowns. However, due to different
characteristics, it can be difficult to associate software within the traditional physical/functional
breakdown. This is especially true for advanced systems (eg modular avionics), where the
physical location of a specific software can be vague. Often, software is not a clearly defined
physical entity, therefore it can be difficult to identify the appropriate indenture level for the
software item within a physical or functional breakdown. Even in the case of a clear assignment
of software to hardware, the question can arise as to where the software can be allocated:

− Is it part of the hardware element, where the software is loaded?


− Is it part of the hardware element, where the software is executed?
− Is it part of the hardware element, where it physically resides?
The breakdown, in this context, is different from the traditional physical/functional hardware
breakdown and it is important to establish a consistent approach. The physical breakdown can
be used to identify software within a Product breakdown for operational purposes, and provide
the necessary software view for traditional maintenance purposes. The functional breakdown is
a software engineering view that shows how software will be modified and integrated, and
provides the relationships between the different software elements that must be considered
when a redesign is performed.

3.1 Functional and physical breakdown principles


Software items identified within a physical breakdown are normally elements that can be
handled by the operator. This is the software that must be considered for operational aspects
such as, for example, loading/unloading. The software can reside on different indenture levels
of the Product breakdown.
The allocation of physical software to a specific indenture level is actually driven by the need to
maintain an adequate configuration control of the Product and also to highlight the logistics
impact that such software can have on standard operation and maintenance. Though
traditionally software was assigned to a hardware element, new configuration management
issues and approaches have changed this concept to the extent that within the LSA, software
can be its own replaceable unit (LRU or SRU) or a part/component in its own right. Refer to
Para 3.3.
Software items that are identified within a functional breakdown are elements that are used to
describe the functional/design aspects that are important for the software designers, especially
since such a breakdown usually indicates the need for integration with other software. This kind
of breakdown must be considered for software modification support. Therefore, it is important
that the functional breakdown follows the software design as closely as possible.

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3.2 Physical software categories


There are three categories of physical software: Field Loadable Software (FLS), Shop-Loadable
Software (SLS) and resident software (also called firmware). The concept for the three
categories is established in the configuration management principles that control the
configuration of a specific Product.

3.2.1 Field-loadable software


FLS is any software that can be installed on one or several pieces of equipment on a
system/Product without the need to dismount the equipment from its existing installation
location. FLS is considered an item in its own right within the Product breakdown and therefore,
a modification of FLS results in a change of the FLS part number and a change of the
configuration of the system where it resides. However, FLS loading does not cause a change in
hardware part number in order to avoid a forced disassembling of a part merely to change the
part number on that part. The Product configuration is affected because the function of the
Product can change when using a different piece of software.

3.2.2 Shop-loadable software


Shop-loadable Software (SLS) is any software that can be loaded into an LRU, but requires that
the LRU be dismounted from its installation on the Product. A replacement of any hardware
component is not required. A modification of the SLS not only changes the part number of the
SLS, but also the part number of the LRU where it is loaded. This is the same as when an SRU
is replaced by a different one, in order to maintain the form, fit and function principle that drives
configuration management (when replacing software by different software, the function is
changed). In this case the Product configuration is affected, only due to the change in the
hardware part number.

3.2.3 Resident software/firmware


Resident software (also called firmware) is any software that can be loaded into an LRU or SRU
but requires that LRU/SRU to be dismounted from its installation on the operational Product and
requires the replacement of a component. Although such resident software can have its own
part number when it is installed on a component or loaded onto an SRU, the part number is
changed for the component or SRU where it is installed. This also entails a change to the part
number of the next higher assembly.

3.3 LRU and SRU aspects


The easiest way to handle software within an LSA Product breakdown is to identify such
software as LRU, SRU or part/component, depending on the software category. This simplifies
not only the overall Product configuration management, but it also clarifies how to handle the
Product configuration when using FLS and there are no tags on the target hardware regarding
the software it contains. This becomes a non-issue when the configuration is handled at the
next higher level.
Similarly, a loading task due to a hardware repair or software update is quite easy to integrate
into the overall maintenance tasks because a specific (software) SRU or LRU is affected. In
principle, it is no different than performing a task on a hardware SRU/LRU and subsequently
performing additional tasks at the next higher breakdown level. Therefore, loading software after
a hardware repair is very similar to, for example, replacing a consumable.

3.4 Functional software categories


The functional software breakdown follows the software design requirements, as it is mainly
oriented towards software modification. The classic Computer Software Configuration Item,
Computer Software Configuration and unit level views can be used but, contrary to “traditional”
software engineering, it is also necessary to provide the higher levels of abstraction (subsystem
and system level), as this indicates interdependencies and need for integration, including the
need for system or subsystem level integration rigs. In this context, software assembly items
within a functional breakdown can support the grouping of functionality that is documented as a

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whole using the same principle as for artificial assemblies within physical breakdowns). Such
artificial items can be used to provide a helpful additional level of abstraction without changing
the overall structure and functionality of the software design.
In the event that a major version of the software is generated that significantly changes the
software structure, functionality or supportability elements (eg, change of programming
language of a specific module) that can entail a modification of the support tasks and/or support
infrastructure, it is recommended that a breakdown element revision identifier is used. It does
not provide any added value to perform the full analysis simply because there is a change in an
algorithm, but it can be essential if, for example, the software risk class changes.

3.5 Data
Data can be handled in a similar way to software, considering it from both the physical and
functional point of view, with the peculiarity that the physical data can be loaded/unloaded but
also prepared. This is different from the pure software aspect, since software modification is a
design activity, while a data preparation can be considered an operational activity. However,
differentiating between the two is not always clear cut.
In general, data can be included in the LSA database in the same way as software, including
preparation if applicable, but would be also be included in the functional breakdown in order to
ensure the configuration and dependencies are kept. For example, a software modification can
entail a modification in the mission preparation systems.
Whether data is considered as software or as a special category within the LSA database must
be discussed with and agreed by the customer. Though standards such as RTCA/DO-178B
include data under the software heading, there are merits to treating it as a separate element for
logistics purposes.

4 Software support analysis


SSA is a consistent methodology to guarantee proper software supportability throughout the
requirements, specification and design phases in order to define the most cost effective support
concept that meets the operational and software modification requirements. Establishing the
necessary support infrastructure before the Product enters in the in-service phase must be
ensured. The main goals of an SSA are the establishment of supportability requirements
concerning software in the early program phases and the influence of the software design to
ensure supportability for both, system operation and later modification processes. The outline
for a stand-alone software supportability program is described in SAE JA1004, Software
Supportability Program.

4.1 SSA process - commonality with the LSA business process


In general, the SSA process covers similar logistic aspects as described in Chap 3 for the LSA
process. For a Product that contains software as a basic element of the complete system, a
number of software support activities must be applied depending on the situations, which are
the trigger for the support. In this area, two main categories of analysis are identified:

− Operational/maintenance aspects (eg loading of data or software to the corresponding


hardware, system recovery, data transport and archiving)
− Software design aspects (eg real modification of software for bug-fixing or improvement
purposes)
When carrying out SSA, it is necessary to consider the relationship and differences between the
two task categories, and the representation of software items in the functional and physical
system breakdowns. One aspect is that support activities that do not involve modification are
typically analyzed against physical breakdown items. In all cases, the analysis results
concerning operational aspects are recorded in the LSA database, including the documentation
of tasks such as the loading of data and software to the carrying hardware element within the
Product breakdown. For example, the change of equipment can require that software and/or

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data must be reloaded to the new equipment and configured after or before installation into the
system. The usage of hardware for special purposes can require the loading of a special
software or data package to support this kind of operation. Nothing will be modified within the
software itself.
The software modification itself is another area in which the software source code is normally
directly influenced and changes in the source code are performed. Since the requirements for
these activities are different from the operational aspects concerning software, the
documentation of these activities can be separated from the operational aspects. The
breakdown elements, to which these activities can be addressed, are functional software
breakdown elements. Software packages which are analyzed concerning their requirements for
real software modification tasks can be treated as SSA candidates similar to LSA candidates for
hardware.

4.2 SSA candidate selection


In general, SSA candidates are elements of either physical or functional breakdowns that are
subject to any kind of SSA. The candidates must be selected with regard to operational or
supportability significance. Taking into account that software support activities are divided in
operational/maintenance and software modification categories, candidate selection is carried
out within these areas separately.

4.2.1 Selection of physical candidates


4.2.1.1 Software
An SSA candidate selection within a physical breakdown must take into consideration all
software items that can be loaded and/or installed separately by the operator. The candidate
itself can also be the hardware item that is the carrier of the software.
For distributed software, the candidate can be a subsystem or a system within the physical
breakdown. Loading and/or installation tasks are typically documented against the
corresponding hardware. Other operational tasks can also be documented against a software
breakdown element (eg transportation or distribution of software).

4.2.1.2 Data
Data is normally of electronic nature and is handled in a similar way to the corresponding
software. Therefore, the support of software and dependent data can normally be analyzed
together (although not in the same way). Each SSA candidate must be analyzed for special
support aspects for data. This includes, but is not limited to:

− Is a data preparation process required that needs special software or hardware?


− Is a data validation process required?
− Are special transmission media or networks required?
− Are there special security aspects to be considered for data loading?
− Are there special compatibility requirements with the existing executable software?
− Are there special requirements concerning size and format (eg databases, file formats)?

4.2.2 Selection of functional candidates


An SSA candidate identified in a functional breakdown must take into consideration all software
items that are subject to software modification activities. Each software item can be analyzed
using the following questions in order to decide whether it is subject to a software modification
activity:

− Are there any support initiators to be expected for the software items that require a
modification of the software source code?
− Does the software item in the breakdown include all software within the system or within the
equipment?
− Does the software item use a separate design?
− Does the software item require special hardware and/or software tools for development?

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− Does the software item contain proprietary software such as run-time libraries or COTS
elements?
− Are there different versions of the same software item for usage on different platforms?
− Are there deviations of the software items to the general design environment?

4.3 Maintenance relevant events for software (support initiators)


Similar to the methodology of LSA for hardware, the starting point of documenting the
maintenance relevant aspects is the identification of any event that initiates maintenance
activities. These events can also be described as software support initiators. The event driven
methodology can also be applied to SSA, however, the events concerning software are
somewhat different from the events for hardware. They can be grouped according to the
implication of:

− Operational events
− Technical events
− Software improvement requirements
− Software failures

4.3.1 Operational events


This type of event is related to an operational requirement. Operational events can be
documented within the related hardware item. The same applies to the corresponding
operational task. Typically, the aspects covered are:

− Hardware maintenance/repair of computing hardware


After hardware maintenance, different types of tasks can be necessary (eg, reloading of
data and/or software, installation and configuration of software packages on new installed
equipment).

− Usage (mission) preparation


Besides the installation of additional hardware, the preparation for usage of a Product can
require the installation of supporting software packages or the loading of special mission
data.

− Post mission requirements


After usage of a Product, data created during the mission must be unloaded or archived.
Software packages that were required for a special mission must be de-installed and the
Product must be reconfigured to a standard configuration.

4.3.2 Technical events


Besides the hardware maintenance, other technical events can trigger software support
activities. These events normally require adaption of the existing software packages to the
modified environmental preconditions. Typically, the aspects covered are:

− Changes of the parent hardware


− Changes of the parent software (eg upgrade of operating systems, of corresponding
database systems or of firmware)
− Changes in technology of inter-operating systems
− Changes in technology of network interconnectivity

4.3.3 Software improvement requirements


Software is typically subject of a permanent improvement process. Normally, software release
changes take place in particular intervals depending on the complexity and size of the software
package. Besides the fixing of real software failures, the primary inputs for new releases are
dedicated end user requirements or changes in the environmental preconditions. Improvement

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in this context means the introduction of new features to improve or extend functionality or the
usage comfort of an existing software package.

4.3.4 Software failures


System failures initiated by software are the main support initiators. The reaction to these
failures depends on the severity of the failure. Not every failure caused by software will initiate a
software modification activity.
For software failures, it is recommended that a classification concerning severity be introduced.
For each failure class, a sequence of actions can be defined within an SSA. In every case,
proper documentation is required to support later diagnosis.

Table 2 Failure classes


Class Description

Minor In general, these are failures concerning the user comfort. In many cases,
these events are not real failures but only poorly designed features of the
software or they are real failures that can be bypassed by other features of the
software or an alternate handling.
However, it is recommended to collect, document and report these minor
events to the software support organization. This information can support the
incorporation of improvements into a future release of the software package.
Especially the correction of marginal insufficiency can considerably increase
user's acceptance.
Medium These are events that cause decreased functionality of the system. If this type
of event occurs, the user is not able to continue the work as expected,
however, the Product as a whole works without severe disturbance (eg no
shutdown is needed). The ongoing usage of the Product is possible with
reduced performance or even with no restrictions.
These events normally need a timely correction, or a defined workaround to
deal with the failure until the final correction is made with the help of a failure
correction procedure. Normally, a software modification is necessary.
Major A major software failure is considered as an unacceptable event. The failure
causes the shutdown of the entire Product or the necessity to operate the
Product under very restricted conditions. The normal capability of the Product
is significantly degraded.
These events need a correction implemented as soon as possible. In case of
emergency situations, the software support organization must react as soon
as possible to recover the entire Product to full operation. The reaction times
must be discussed with and agreed by the customer.

A software failure cannot be treated exactly like a hardware failure. In the case of a hardware
failure, any relevant maintenance action such as a repair or a replace can be clearly defined. In
case of a software failure, it is not normally possible to identify the required activity immediately.
For example, a restart of the Product can be sufficient to recover and the failure will not occur
again. On the other hand, the failure can be severe and the Product performs a shutdown and
must not be restarted in order to avoid the repetition of the failure and a further corruption of the
entire Product.
An important aspect can be the corruption of data or executable code. This event can be
initiated, for example, by a virus infection or by corrupted carrying hardware (eg the loss of
functionality of a hard disk). In this case, there is no real inherent failure in the software source
code. This event is handled as external damage.

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4.4 FMECA/FMEA aspects


The results of a technical FMECA/FMEA are relevant for software since the FMECA/FMEA
represents an analysis method carried out for the overall equipment/system (covering hardware
and software aspects). For any identified failure mode, a decision must be made as to whether
the associated functionality is dependent on or even provided completely by software. During
the design/development of the software, this failure mode information can be used to design a
software architecture that eliminates, or at least mitigates, the possibility of the software failing
in such a manner as to cause a specific functional failure of the Product. In addition, the design
can be instrumented so as to ensure that any such potential software failures are detected and
recorded, including their associated information, and that the Product continues operation in a
safe mode.
During the in-service phase, system failures due to software failures are drivers for software
modification activities. A principle of the logistics FMEA is to group all of the software failures
together that lead to one specific system failure, and even to group the specific system failures
together that lead to the same software modification request. The analysis is based on the
function that the software performs. However, it is typically not practical to carry out the
FMECA/FMEA of the single functional failure effects down to the level of specific defects in the
source code.
Another consideration during the in-service phase is not only to provide the necessary
information to the software engineers about a specific failure, but also to prevent unnecessary
maintenance tasks due to software failures. A software specific failure that is reported by built-
in-test capability and which can be identified by the operator, will reduce the number of
disassemblies (as you cannot rectify a software failure by replacing the equipment) and number
of cases of no failure found related to hardware.

4.5 SMA for software


SMA such as S4000P, MSG-3 or RCM is not applicable to software packages in the same way
as for hardware (for hardware, refer to Chap 10). Software failures are the result of unintended
effects of the software design. Such failures cannot be avoided by the means of SMA since they
correspond to design flaws. However, potential software failures can affect safety. It can be
possible that the result of SMA carried out for a piece of hardware equipment which contains
software, identifies scheduled maintenance tasks that are of operational character concerning
software. However, the analysis remains an SMA for hardware, taking into account software
elements. A stand-alone software package will not normally be a candidate for SMA.
An SMA on the software itself is a periodic assessment of the software during its life and not the
scheduled maintenance tasks performed on it. Software, to a great extent shows a bathtub like
failure profile with initially many failures. Bugs are fixed with successive software releases
leading to a stable behavior. During later releases, failure rates may increase again due to the
increasing degradation of the software as it is modified beyond its initial scope. A periodic
assessment of the failure rate can determine whether the software is reaching its end of life due
to increasing software failures due to modifications and alterations or because the added
functionality can no longer be properly processed by the underlying hardware, thus forcing
either a software rewrite or perhaps even a complete system redesign.

4.6 LORA aspects


The identification of that support level that a task will be performed can be provided by a Level
of Repair Analysis (LORA) procedure (refer to Chap 11). For operational aspects, the
performance of maintenance tasks related to software or data loading can be covered within a
LORA for the hardware related tasks, or at least by a process that is very similar to it. The
triggers for such tasks can sometimes not be the traditionally identified tasks, but can be due to
external factors such as a new software release, or the need for specific operational software or
data loading. If these tasks occur frequently enough, the result of the LORA can actually be
different than the one that would be obtained when associating these tasks to the corresponding
hardware.

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For real software modification, detailed information about equipment (software development
environment concerning hardware and software developer tools) and personnel capabilities is
required. Also, contractual warranty and software ownership aspects can influence the
determination of an appropriate support level for software modification activities. For logistics
management tasks, the process also becomes important in order to determine the best location
to perform tasks such as, for example, generation of software or data media.

4.7 Software support tasks


After the identification of the relevant support initiators (events), the appropriate tasks must be
identified (operational/maintenance tasks or modification tasks). The goal is to define all
operational, maintenance or modification relevant tasks, their related resources and further task
characteristics, such as duration, man power requirements, preconditions or safety conditions.
Guidelines for the analyst regarding which type of software support tasks can occur resulting
from different events are given in SAE JA1005, Software Supportability Implementation Guide.
Refer to Para 5.

5 Software support concept framework


The achievement of a proper supportability framework is one of the most important design
principles for software, in a similar way as for hardware. This requires the establishment of an
SSC in an early stage of the software design process. The earlier the design pays attention to
support requirements, the better the supportability will be. It should be easy to modify software if
change requirements are addressed from different sources. Also loading, installation and
configuration procedures should be as easy as possible.
To take into account all of these aspects, it is recommended to give a guideline to the logistic
analyst using this specification. The guideline must cover all of the important areas concerning
software support and must support contractual agreements between the customer and the
contractor, which are agreed during the LSA GC. All of the aspects can be tailored to the
required extent of the project.
Note
There are different perspectives of an SSC, all of which are interconnected and influence
each other, refer to Fig 2.

Support Classes

s t
se c t en
es du m
oc o on
vir
Modification

Pr Pr
En
Management

Levels
Operation
Support Profile

Agents
s
on
ncti
Activities t Fu
or
upp
S

ICN-B6865-S3000L0063-001-01
Fig 2 Aspects of an SSC
The extent of a software development or procurement project depends on whether the process
to establish an SSC can be a part of the overall LSA business process (refer to Chap 3).
Aspects of software support can be covered by the procedures of the general LSA business
process. Relevant documents such as an Operational Requirements Document (ORD) or a

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Customer Requirements Document (CRD) can also cover software support aspects concerning
the required usage information. The LSA GC also covers the software support aspects and the
relevant and contractual agreements must be written in the documents LSA Program Plan (LSA
PP) and/or Guidance Conference Document (GCD). The candidates for a detailed SSA can be
selected from the Candidate Item List (CIL). The rules for SSA candidate selection are
established here, too.
It is recommended that for large and complex systems with a considerable amount of software,
software supportability is treated as its own area. A separate SSA program plan can be created
and implemented, and a separate Guidance Conference (GC) for software aspects can be held.
However, the interaction between hardware and software development must be considered.
Software is designed to address functionality to hardware components. Therefore, both must
work hand in hand and processes that guarantee proper cooperation must be harmonized,
documented, reviewed and put into practice. Refer to SAE JA1006, Software Support Concept.

5.1 Software support profile


The software support profile takes into consideration the location of the software support and
the organizations and related persons that are the relevant players in a software support
environment. Additionally, the processes regarding how the different instances work together in
an integrated way must be discussed with and agreed by the customer.

5.1.1 Software support levels


The levels of support can be addressed for software support in a similar way to that for the
maintenance levels within the LSA for hardware. The support levels for software can be
different from the hardware support levels and can be used as input to the LORA decision
process for the software. Also, classification is similar to the maintenance levels for hardware,
but some special aspects concerning software can be considered additionally. Refer to Table 3.

Table 3 Software support levels


Support level Description

Level 1 This support level describes the location at which software is


(Operational level) in operational use. Within this level, normally only simple
support tasks can be carried out. These tasks are covered by
the operational servicing support.
Level 2 An Intermediate support level can cover all support activities
(Intermediate support level) which are related to operational servicing support but also to
management support. User support in the form of help desks
and hotlines can also be covered by intermediate support
level. An example for intermediate support level is the Service
Repair Vehicle concept. The Service Repair Vehicle is able to
perform, for example, communications, download of software
or firmware update in a flexible way (like a quickly available
help desk). It is located near to the operational area but is not
part of the operational site.
Level 3 This support level is normally located at a central site.
(High support level) Activities from the management support can be covered here
as well as modification support. It depends on the software
packages themselves (eg complexity, size, modularity,
programming techniques) and on the equipment (eg tools,
personnel, facilities) of the support sites as to how far the
capability to modify software packages is available.

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Support level Description

Level 4 The vendor level is normally the best skilled support level for
(Software vendor and/or the high demanding tasks concerning software modification.
original developer) In many cases, the vendor is the original developer of the
software, equipped with all necessary developer tools and
personnel. Often, this level is selected for modification support
because the user itself does not have the required capabilities
for these complex support tasks. Additionally, aspects of
responsibility and liability must be considered, which can force
the user to address software modification to the original
vendor.

5.1.2 Software support roles


As a first step to clarifying software support roles, customer (buyer and users) and supplier
(vendor and supporters) roles must be clarified. As a second step, the roles concerning
software usage and support must be allocated to personnel who are able to offer the required
services. These roles can be:

− Simple user without any rights to modify or to recover any software system (not a real
support role, but in general only a service receiver). The main task of a simple user is to
keep the software operationally running and report any system/software failures.
− Power user with some basic knowledge and the ability to perform a system recovery. This
kind of role can be involved in the software support by performing simple operational
support actions in order to keep the software running, such as installation and loading of
data. Normally a power user is not involved in any software modification activities.
− System administrators are power users on a higher level. They must be able to cover all
activities concerning operational support and eventually management support. Normally
system administrators are not able to modify software itself, but software configuration like
changing of performance parameters and loading of additional software packages or
installation of updates are typical administrative tasks. System administrators are normally
concerned with the direct support for the simple users or power users in working with the
software packages. Normally a system administrator is not involved in any software
modification activities.
− Service provider, who is able to provide qualified operational support and additional
services, such as a hotline. Service providers can be located onsite with the customer and
vendor, and in some cases, are able to provide modification support.
− Vendor or original software developer, who is able to provide modification support up to the
highest support level. Vendor support is normally located off site.
All these roles must be equipped with the required skills, capabilities and rights necessary to
carry out their tasks. The roles, including their profile, is documented in the SSC. The limits of
competence must be clearly defined, documented and accepted by all affected personnel.

5.1.3 Use cases for software support activities


Use cases should be described for the different support roles and support levels, indicating how
the different resources at different locations work together and which processes are the basis
for the cooperation. This support scenario must be agreed by both, the customer and the
contractor, and then implemented and controlled.

5.2 Support classes


The quality aspect of an SSC is extended to all objectives involved. It is recommended that
quality standards be used and implemented to ensure that rules are adhered to. This is
accomplished by three software support classes.

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5.2.1 Processes
All processes being established must be discussed between the customer/user and the
software support provider. A written documentation of how these processes are implemented
must be provided. Process characteristics including inputs, outputs, controls and resources
must be clearly addressed:

− Is there any written documentation of the process (eg flowcharts, descriptions,


requirements, responsibilities)?
− Is an accepted standard used to describe the relevant processes (eg international or
company internal)?
− Are there any real measurable performance control parameters available and what are the
measures for performance control?
− Are inputs and outputs, procedures, requirements and an effective control mechanism
defined and documented?

5.2.2 Product
Supportability aspects should be addressed as early as possible in the software Product
characteristics. Inherent quality characteristics of software depend on how well or badly the
software has been designed. Requirements for a good software design include many aspects
starting with the software specification and ending with a perfect user handling, supported by a
proper graphical user interface. Typical quality aspects are:

− Modularity
− Changeability and expandability
− Simplicity and easy handling
− Stability and consistency
− Performance concerning processing speed
− Instrumentation (in the sense that the software is purposely instrumented for an
understanding of how it is operating)
The better these aspects are considered in the development process, the easier it is to handle
and to support the software package. However, even well designed software can cause
problems by implementing a bad support concept.

5.2.3 Environment
Environmental aspects which affect quality start with the personnel being involved in the usage
and/or support of software. To implement proper software support, it is essential that personnel
characteristics are thoroughly addressed:

− Who is the right person for a software support job?


− What are the required skill levels and how much experience is recommended?
− How many persons are required to guarantee a trouble-free software support?
− What is the level of motivation of the personnel?
− What employee turnover can be expected?
Not only personnel aspects influence the quality of the environment. Simple aspects such as the
quality of physical facilities, computer workplace equipment and size of offices can affect the
quality of the support services themselves.

5.3 Support functions and software related support tasks


Maintenance tasks related to software can be divided into different categories. This depends on:

− Is the task simple software loading/unloading task or a simple software transportation task
(eg from a device A to a device B)?
− Is it necessary to remove hardware from a system to load/unload software?
− Is the maintenance task connected to any case of failure recovery or documentation of any
trouble related to software problems?

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− Is any case of software modification involved?


Note
Software modification leads to a wide area of special support tasks, which must be
addressed in detail.

5.3.1 Operational servicing support


The operational servicing tasks describe all activities associated with the day-by-day operation
of the system. However, these tasks can have a different quality and depth of impact on the
usage of the system (eg downtime, test requirements). In general, these tasks are rather simple
tasks carried out by the user on support Level 1 or Level 2, which only require the software
package to be available on a compatible medium plus a corresponding installation manual. The
method of installation must be taken into account. On a stand-alone system, a system
administrator will have some other requirements than with a large computer network system. In
modern network architectures, software and data installation and loading will be carried out with
the help of software deployment systems supported by corresponding tools.
Table 4,Table 5 and Table 6 give an overview of what kind of tasks can occur, including the
further definition of some terms concerning the handling of software packages. These tasks will
be grouped in three subcategories:

− Tasks for the provision of new functionality and/or ability


− Tasks for recovery of a system and for problem reporting in case of failures
− Organizational tasks

Table 4 Tasks for provision of new functionality and/or capability


Type of task Description

Software Installation of a software package means the pure provision of a


installation possible functionality realized by the means of software by carrying out
an installation routine.
Software de- De-installation of a software package means the definite removal of a
installation possible functionality realized by the mean of software by carrying out a
de-installation routine or by simple deleting of files from a storage
device.
Software loading Software loading is a task that is one step higher than the pure
installation. In additional to the pure installation routine, which is part of
the software loading, the configuration of software must be considered.
In many cases, this step of software loading is more complex than the
pure installation.
Software In this context, the term configuration means the change of internal
configuration parameters (eg operational parameters, granting of user rights,
performance parameters, path information, database connections) for
the operation of the software. This action requires no new installation of
the software package itself. For the change of configuration parameters
of the software, the functionality of the software package itself is
sufficient. For the configuration, it is important to have sufficient access
rights (eg administrator account for login into a software) to realize these
changes.

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Type of task Description

Data loading Normally, data will be loaded with the help of the existing functionality of
an installed software package in order to provide special capabilities to
the Product. The border between software and data in this case is
flexible, depending on the type and format of the data that must be
loaded into the existing system. Data loading tasks are also typical tasks
for preparation of operation or of a mission.
Data does not change the basic functionality of the installed software
package. For example, the maps in a navigation system can be
considered as data, the software of the navigation system uses this
data, for example, for the graph of a city map. With the loading of
another data set (eg package of another country), the functionality of the
navigation system will not change, it will stay a navigation system.
However, the usage can possibly change, by the allocation of data.

A special aspect of installation and loading of any software/data is the embedded software or
firmware respectively. In this case, the allocation of new functionality or capabilities can be a
more demanding activity. Normally, some special tools and support equipment (eg, to gain
access) are required to transfer the new software code or the new data to the storage devices
of embedded software (eg resident storage chips on a computer main board). These
requirements are identified within the Maintenance Task Analysis (MTA) of the installation or
loading task for the embedded software or firmware.
For each change of software by installation/loading it is recommended to define how proper
function of the Product after the change can be ensured. The necessity of a functional test and
a confirmation of proper work by an adequate skilled specialist must be investigated thoroughly
and, if required, documented (eg, in the installation instructions).

Table 5 Tasks for recovery of a system and for problem reporting in case of failures
Type of task Description

Software recovery Software recovery includes all activities of basic diagnostic and simple
recovery actions such as a reboot/restart of a system after a system or
software shutdown. Normally, these activities can be carried out safely
by low skilled personnel. Even in case of a successful recovery to full
system operation, a diagnosis of the system is strongly recommended.
All available data concerning the problem occurrence and the recovery
actions should be carefully documented for evaluation. This can lead to
a number of outcomes to immediately rectify the cause of the problem
or to sustain full system operation by alternate means. If the underlying
problem cannot be solved within a short time, a temporary downgrading
of system capability can be considered.

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Type of task Description

Recovery In any event of a system failure involving software, the generation of a


problem problem report is recommended, even after a successful simple
reporting recovery, such as restarting or reloading. This problem report contains
as a minimum:
− What was the system condition/configuration/version (software and
hardware platform) at the time of failure? This information is
important in the fault investigation on transitory effects, where the
ability can be needed to reproduce the failure effect in an
appropriate test environment or reference system.
− Type of software failure?
− Was a software recovery action successful (yes/no/partial)?
− Severity of failure?
Problem reports must be communicated to the relevant personnel who
would investigate the problem further to establish its priority and
determine any workarounds and any needs for temporary operational
limitations.
Post operational Software support tasks carried out immediately after operation will
data extraction generally be concerned with data extraction (for operational and/or
engineering analysis) and fault investigation, and non-logistics functions
such as the sanitation of classified software/data. With respect to data-
related functions, a range of data administration tasks can be required
(eg the provision and upkeep of data which is routinely needed by
software a program to fulfill its operational role). Fault investigation tasks
will relate to both activities on the prime system and to the deeper-level
testing carried out on remote reference systems which replicate or
simulate the prime system’s environment.

All tasks related to recovery of a system do not normally contain any software modification
activities. However, recovery of a system can require the involvement of an updated software
package.
Problem reporting can be a starting point of the need for modification. Even if recovery tasks
were successful, it can be necessary to modify software to rectify the failures that occurred to
avoid the repetition of the failure situation.

Table 6 Organizational tasks


Type of task Description

Software delivery In the context of operational servicing tasks, software delivery covers
the receipt of new software by the user from the distribution
organization. Receipt implies a number of activities including both
quality aspects and validation aspects:
− Checking condition and completeness of delivery
− Checking configuration status information
− Checking license information
− Checking compatibility between delivered software and the system

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Type of task Description

Operational This task takes into consideration the compatibility of software to special
configuration hardware. A specific software package may only work on certain
control variants of hardware items. On the other hand it can be possible to
install/load different software packages to equipment, depending on the
required functionality. The user must know what is compatible.
Establishing configurations that are not tested or even not allowed must
be avoided.

5.3.2 Management support


The management support tasks are tasks that cannot be considered as pure operational
support. However, a modification of software is not part of these tasks either. This kind of
support is located somewhere between the operational support and the real software
modification tasks. The activities can be carried out across all levels of support and by users as
well as by support organizations. Refer to Table 7.

Table 7 Maintenance support tasks


Type of task Description

Problem reporting This type of problem reporting covers more aspects than the recovery
problem report. The implementation and upkeep of a management
system for failure reporting and for corrective activities (eg a bug tracker
system) is a central activity in this area. Within this system all actions
are monitored and organized:
− Prioritization related to the severity of problems
− Request for software modification
− Monitoring of software modification and bug fixing procedures
An additional aspect can be the continuous monitoring of system
effectiveness and the development of support costs. To guarantee best
software performance and supportability, it can be necessary to change
software because of these kinds of problems.
System In addition to the operational configuration control, the system
configuration configuration control is of increasing importance. The interconnection of
control many computer systems in large networks within a complex Product
requires configuration control at a higher level. The first step is that it
must be ensured that no software package is installed on non-
compatible hardware equipment. This is covered by operational
configuration control.
The second step is for system configuration control must ensure that all
Product components that carry software/data and that are connected,
work together properly without any problems. In modern Products this
can become a complex challenge. Establishing a compatibility matrix for
software/hardware is recommended. Only tested configurations of an
assembly of hardware and software components can be operated under
safe conditions.

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Type of task Description

Delivery and In the context of management support tasks, these activities are carried
installation out by the contractor or by the supporting organization. In particular,
after the modification of software and the creation of a new software
release, the modifying organization will be concerned with the best way
of providing the new software Product to the affected users, which can
be a single client or in case of widespread Products, thousands of
clients. Packaging and distribution paths will be of special interest in the
case of sensitive or security relevant software.
User support User support covers a wide range of activities carried out by the
supporting organization. The interactions between the supporter and the
user can be:
− Support for installation, set-up or operation of software
− User help desk/hotline
− User queries, which are answered by the supporting organization by
providing result reports
− User training

5.3.3 Software modification tasks


These tasks are related to a longer-term process of implementing changes to software.
Normally these activities are carried out by a supporting organization of the contractor at a high
level of support (manufacturer or software vendor). However, modification of software can also
be carried out by the customer, particularly changes of lower criticality. This requires
corresponding equipment as well as the appropriate skilled personnel. Software modification
tasks cover the software modification activity itself, including coding, change implementation,
and testing as well as the related tasks, such as problem investigation and configuration control.
Refer to Table 8.
The reasons for the necessity to change software can be of different quality. These are:

− Corrective changes
− Adaptive changes
− Perfective changes
In general, the most critical reason for the necessity to change the software is the occurrence of
real failures, which leads to an unacceptable situation within the operation of the entire Product.
Such a failure will normally lead to a corrective modification of software. Also, the necessity of
adaptive changes can be a critical situation, but this kind of change can normally be predicted
and planned for in a better way than for a corrective activity due to a real software failure. The
time schedule for adaptive changes is not normally as critical as that for a corrective action.
However, in modern systems, it becomes more and more difficult to predict the adaption needs
for software over a longer period.
Perfective changes are for increasing the user-friendly properties of the software or for
increasing the functionality. Normally these changes are implemented through an upgrade
concept. The requirements of the users will be collected during a certain time period and will be
implemented within a new release of the software package.

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Table 8 Software modification tasks


Type of task Description

Problem The initial concern of problem investigation is usually to determine how


investigation the affected software can be further operated with the actual failure (eg
with lower capability). It must be ensured that a real software bug or a
real technical problem exists. Triggering any real software modification
because of, for example, user mishandling, must be avoided. After the
problem has been correctly identified and any appropriate interim
measures put in place, an analysis will follow on how the software can
be modified that the problem can be resolved permanently.
For a proper problem investigation, adequate resources and tools for
failure finding and documentation must be available. This can be a
simple programming environment with certain compilers and debuggers
and/or a complex environment which allows simulation and failure
reproduction.
Change The implementation of changes into software packages requires
implementation carefully considering some crucial aspects. Normally, the supporting
organization hosts a complete repository of the entire software
development process from the beginning to the actual status. Coding,
compilation and testing of software requires special tools, which must be
available. Additional appropriately trained and experienced personnel is
necessary.
Any basic change in technology can cause support problems and this
must be taken into account. Examples can be obsolescence or the
superseding of tools that are required for software modification or the
change of basic operating systems on computers. This can have a large
impact on costs or even require the upgrade of entire software
packages to a new release when the former software package is not
compatible with the new environment.
In the SSC, the relevant standards and procedures that are used must
be defined and documented.
Change release A new release of a software package marks the end of its change
implementation process. The new software package containing the
installable and executable files/code, which is tested and certified, can
be now delivered to the customer/user. All additional information is also
available for the end user, such as installation instructions and modified
documentation.
The supporting organization must ensure that the distribution of
modified software releases is well organized. This is part of the overall
SSC.
Configuration Configuration control of software during modification includes managing
control individual change development and controlling different software
versions and documentation. For this reason, the usage of a software
development repository is strongly recommended. The compatibility
between the new software packages and the existing hardware/software
configuration must be ensured.
In the SSC, the relevant standards and procedures must be defined and
documented.

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6 Supportability factors
To establish a proper supportability of software, the analyst must consider a range of factors
that can influence software supportability. All of them must be taken into account in terms of the
project requirements. Some of the factors are more related to operational support and some of
them are related to software modification support. These supportability factors are generally
either attributes of the software itself or the associated development process, or of the
environment within which the software is operated and supported. For special projects, there
can be additional aspects which are not completely covered by these factors, but it is a good
starting point for any analytical activity concerning logistic aspects of software. The factors are:

− Compatibility matrix (refer to Para 6.1)


− Deployment (refer to Para 6.2)
− Documentation (refer to Para 6.3)
− Loading/unloading and installation (refer to Para 6.4)
− Transportation on hardware carriers (refer to Para 6.5)
− Expansion capability (refer to Para 6.6)
− Modularity (refer to Para 6.7)
− Modification frequency (refer to Para 6.8)
− Recovery (refer to Para 6.9)
− Safety integrity (refer to Para 6.10)
− Security (refer to Para 6.11)
− Size (refer to Para 6.12)
− Skills (refer to Para 6.13)
− Software distribution (refer to Para 6.14)
− Standardization (refer to Para 6.15)
− Technology (refer to Para 6.16)

6.1 Compatibility matrix


In systems where multiple software carrying equipment work together in a network, it is
important to guarantee the compatibility of the equipment. It must be ensured that different
versions of software on different hardware items are able to interoperate properly in a
networked system. On the other hand, the compatibility of different versions of a software
package with different hardware items is also of interest. The recommendations on where to
document these compatibilities are:

− Software to hardware compatibility can be documented within the LSA database within the
physical breakdown containing corresponding software items.
− A compatibility matrix concerning networked equipment carrying software packages, which
must document the allowed configurations of the complete system concerning compatibility
of software versions/issues is required. It is recommended to establish this matrix outside of
an LSA/SSA database.

6.2 Deployment
Software deployment is a crucial aspect for software supportability. Each location, in which
software packages are in use, must be sufficiently supported. The linkage of the locations to
support capabilities (eg installation support, user helpdesk, troubleshooting and recovery
support) must be addressed in detail and agreed by the customer and the support organization.

6.3 Documentation
In general, documentation refers to two main aspects:

− Software developer supporting documentation


− Software user supporting documentation
• End user documentation (user handbook)

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• Administrator documentation (installation/update and configuration handbook for


administrative purposes)
In order to ensure software supportability for the developers, documentation must be produced
conforming to an agreed standard and must be available to the organization responsible for
delivering software support. Any software tools used in the creation of documentation must be
included in the support facility and arrangements must be defined for their life cycle support.
For operational aspects, the documentation for the administrator or for any power user is of
special interest. The documentation must contain installation and configuration manuals as well
as troubleshooting tips in case of some malfunctions, which can be rectified easily. In case of
more severe malfunctions, the documentation must contain the relevant data for the supporting
organization that must be contacted.

6.4 Loading/unloading and installation


The duration of software loading is an important aspect. For this reason, the software itself and
corresponding loading devices must be optimized for proper and fast loading processes. The
same applies for the unloading of data or software after special missions or usages of a
Product. If a large amount of data must be downloaded from a Product after a mission, a fast
and easy download procedure must be available.
An additional aspect of software/data loading is safety. Appropriate test procedures must
ensure that the loading or the installation was actually successful and the system works without
any problems.

6.5 Transportation on hardware carriers


There are particular aspects that must be addressed if it is necessary to transport software
using hardware devices. Which kind of carrier will be selected depends on the type, size and
safety requirements of the software. Aspects can be, but not limited to:

− Is it possible to transport the software on chip cards or USB sticks?


− Do you need DVD or even hard disks as a carrier for the software?
− What are the safety aspects (eg is it allowed to transport the software on a carrier, where
the files can be modified easily)?

6.6 Expansion capability


Expansion capability is an aspect of system design. Though related to the software and
sometimes influenced by the software design, it is usually a hardware characteristic that must
be considered within the overall system design. It deals with the degree to which software can
be modified without being limited by restrictions on computing resources.
Examples of such constraints on computing resources are:

− Available memory
− Processor performance
− Mass storage capacity
− Input/output bandwidth
− Database capacity
− Network performance
If expansion capability is not taken into account in enough detail, software modification will be
limited, modification costs will significantly increase and/or additional activities will be required.
Expansion capability is highly important in systems with fixed hardware configurations or
embedded real-time applications.

6.7 Modular software design


Modularity is an attribute of the structure of a software design. Different areas of functionality
within a software package can be structured with the help of a number of modules. The

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possibilities to apply modularity to a software design are determined by the choice of design
method, programming tools and programming language. However, in general, the optimum
approach to achieve modularity will be one that balances functional and performance
requirements against the need to provide an understandable and supportable design.
Insufficient modularity can result in increased modification effort and costs because of the need
to implement consequential modifications in different parts of the software.

6.8 Modification frequency


Modification frequency (also called change traffic) is a measure of the rate at which software
modification is necessary. Before the software is in use, estimates of the modification frequency
can be made with the help of comparison with similar applications (any data available from
comparable in-service systems on change traffic and effort will be of significant value). Some
calculation methods based on the characteristic properties of the software can be used for
change traffic estimation. Experience during test and trial phases can also be included in the
investigations. Modification frequency influences stability, software integrity and system
operation. Change traffic will affect the volume of software support activity. Higher change traffic
will require more software modification activity.
High modification frequency involves a higher risk of downtimes of the entire system because of
implementation problems or even because of bugs from new software releases. It is essential
that a balance between the frequency of new software releases and the needs from adaptive,
perfective or corrective requirements is found.

6.9 Recovery
In case of any system halt caused by a software failure, it must be possible to reset the system
to full functionality or at least to an acceptable level of degraded functionality in an acceptable
amount of time. This must be considered in early phases of software development in order to
provide a proper instrumentation for recovery purposes. This can include, but not limited to:

− State of health monitoring


− Fault-tolerant handlers
− Design for debug features
This aspect is particularly important in systems deployed to space or other exposed locations. If
software fails in such distant systems, it is crucial to have a potential recovery capability using
the available instrumentation for operational real-time upgrade (eg download updated software
and/or data).
Recovery procedures must be fully documented and must be well known by the responsible
users or administrators. Recovery procedures must be tested before a real emergency occurs.
In this case it must be clear what to do and how (eg critical data can be restored from a data
backup). The best backup is worth nothing if during an emergency the stored data cannot be
restored because of unattended circumstances. It is recommended that personnel are trained to
react properly and that proper function of recovery be regularly simulated.

6.10 Safety integrity


The safety integrity required by a software package is determined by the safety criticality of the
functions that it provides. The overall safety criticality of a system should be analyzed by the
application of an appropriate hazard analysis technique. The partitioning of system functions in
the system design is the consequence of the criticality of particular software items. Design must
guarantee that software items that implement critical functions are minimized or at least
segregated from other parts of the software. System requirements must define safety criticality
categories and software safety integrity levels. Constraints and requirements for software
design, testing and modification will be associated with each safety integrity level.
However, safety integrity is not only a matter for software design. During transportation,
installation and operation of the software, some activities can be necessary to achieve a

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sufficient safety level. For example, the granting of user access rights on the basis of allowed
software functionalities or data areas is an important safety relevant activity, as well as the
proper transportation of critical or secure data.

6.11 Security
The aspect of security primarily concerns the software itself. There are methods that can be
applied to meet security requirements for software usage, such as::

− Cyclic redundancy check


− Encryption
− Digital signature
− Activation or license keys
The security classification of data, executable code and documentation can constrain software
support activities. The main influence on equipment will be to impose special handling
requirements. This can limit access to the software and introduce design requirements which
raise the importance of specific software support tasks and equipment. The security
classification of a software item will depend on the application and the equipment design.
Wherever possible, software must be designed in a way that highly classified software parts are
physically segregated from all other software within the system. Security requirements provide
criteria for security classification of software items and specify modification and handling
constraints associated with such classifications.
Another aspect of security is the operational character. It must be ensured that a software
package can operate in a secure environment. This means internal security concerning a proper
user access control policy as well as external security. Intruders from outside must be
effectively blocked and internal users must be limited and controlled concerning their activities
(eg via the internet). These operational security requirements can cause a number of support
activities such as:

− Network administration activities (eg granting access rights to specific data areas, file
servers or application services)
− Firewall administration activities
− Virus detection and defense activities
Note
Software in military systems can contain operational data that must be prevented from
access by third parties. In this case it must be possible for the crew to erase all software
and data to prevent further use of the Product and/or access to the data.

6.12 Size
The size of software packages influences supportability parameters, both in terms of the level of
change traffic expected and the resources required to implement modifications. The size of the
software within a system depends on the application and the design solution. Software
requirements must state any constraints on the size of run-time software imposed by the system
design. Many software support and supportability projections will be based on software size and
complexity. Software development requirements should define aspects for data collection and
analysis to measure software size and to verify models or estimates of supportability
parameters, which are dependent on software size.

6.13 Skills
The required skill levels for personnel that are involved with software must be considered from
several perspectives. The normal user must be able to handle the functions of the software in a
professional manner. Operators with administrative responsibilities will require a deeper
education concerning the functionality of the software in the corresponding IT environment. The
highest level of skill is required for software modification. In this case, personnel with
appropriate software engineering skills are needed. Requirements for particular qualification are

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associated with the application domain and the technology or the methods used. Skill
requirements will be determined by the system design, the software design and the applicable
software support policy.

6.14 Software distribution


Software can be distributed on a variety of different media types. Distribution via the internet or
other network environments, such as Local Area Network (LAN) or Wide Area Network (WAN)
structures, is possible.
There are particular aspects that must be addressed if it is necessary to transport software
using hardware devices, such as the storage medium and access restrictions to that medium.

6.15 Standardization
Standardization can be applied to the computing environment within which the software is
operated. The same applies to technologies and engineering processes that are used to
develop the software and the associated software documentation. Standardization helps to
reduce the diversity of tools and methods. This considerably reduces the effort for training of
personnel and for the required equipment at the support facilities. Also, for operational aspects,
standardization can be helpful (eg loading/unloading or backup procedures can be defined to
conform to existing standards).

6.16 Technology
Technology aspects must be considered with respect to the software engineering methods and
tools used in development and implementation. This includes:

− Software design methods and supporting tools


− Operating systems
− Programming languages
− Compilers and debuggers
− Software test methods and test environments (hardware and software)
− Project specific tools and techniques
Technology also influences operational aspects. For example, the technology of storage
devices within a system can significantly influence support activities or the use of network based
technologies can dramatically ease the maintenance of client computers in a client-server
application environment.

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Chapter 14

Life cycle cost considerations

Table of contents Page


Life cycle cost considerations ........................................................................................................ 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
2 Different views on costs over the Product life cycle ........................................................ 3
2.1 Life Cycle Cost................................................................................................................. 3
2.2 Total Ownership Cost ...................................................................................................... 3
2.3 Whole Life Cost ............................................................................................................... 4
3 LCC analysis process ...................................................................................................... 4
3.1 General approach ............................................................................................................ 4
3.2 Aim and objective of the study......................................................................................... 5
3.3 Develop the LCC framework ........................................................................................... 5
3.3.1 LCC breakdown structure ................................................................................................ 5
3.3.2 Data and assumptions definitions document................................................................... 6
3.3.3 Methods, models and tools .............................................................................................. 6
3.3.4 Risk and uncertainties analysis ....................................................................................... 6
3.4 LCC analysis outputs and reports ................................................................................... 6
4 LCC analysis in the LSA business process ..................................................................... 6
4.1 Interactions ...................................................................................................................... 6
4.2 LCC aspects during early LSA activities ......................................................................... 7
4.3 LCC analysis during LSA process ................................................................................... 8
4.3.1 Influence on design ......................................................................................................... 8
4.3.2 Configuration assessment ............................................................................................... 8
4.3.3 LORA ............................................................................................................................... 8
4.4 Data exchange between LSA and LCC ........................................................................... 8

List of tables
1 References ...................................................................................................................... 2
2 List of potential LSA data elements to support LCC analysis ......................................... 9

List of figures
1 Acquisition costs versus O&S costs (iceberg effect) ....................................................... 2
2 Relation between LCC, TOC and WLC ........................................................................... 4
3 Life cycle cost framework ................................................................................................ 5
4 Interactions between LCC and LSA ................................................................................ 7

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References
Table 1 References
Chap No./Document No. Title

Chap 19 Data model


NATO RTO Technical Report 028 Cost Structure and Life Cycle Costs for Military Systems

1 General
1.1 Introduction
The operations and support costs usually exceed significantly all cost of acquisition and,
therefore, the decision to purchase a Product should not only be influenced by the Product's
initial cost (acquisition cost) but also by the Product's expected operating and support cost over
its life and by the Product’s disposal cost. The relation between acquisition cost and support
related cost for buying decision is shown in Fig 1.

Aquisition cost
(design/development, production) Poor procurement decision

Training
cost Test & support Customer
equipment service (personnel
cost cost)

Supply support
cost Transportation & Facilities
(inventory & handling cost cost
cost
distribution)

Retirement &
disposal cost
Technical
data cost

ICN-B6865-S3000L0070-002-01
Fig 1 Acquisition costs versus O&S costs (iceberg effect)
LSA identifies the support system required to meet the customer’s performance objectives in
terms of Product usage (eg, availability, safety). In that context, LSA requirements support the
minimum Life Cycle Cost (LCC) by meeting requirements in areas such as the number of
maintenance levels, maintenance support personnel capabilities, maintenance training
limitations, technical manuals limitations, reliability and Mean Time to Repair (MTTR) at each
maintenance level. The LCC analysis process can be used to estimate the cost impact of LSA
requirements. LCC analysis results can hence be used as one decision criteria in the LSA
process for:

− Selecting LSA candidate items


− Identifying analysis activities for each candidate item
− Influence on design
− Configuration assessment
− Level Of Repair Analysis (LORA)

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To the same extent, the LCC analysis process benefits from LSA as the related requirements
the data generated are inputs for updating the LCC model. Therefore, it is vital to maintain a
coherency between the LSA database and the Data and Assumptions Definitions Document
(DADD) used for the LCC analysis. Refer to Para 2.3.

1.2 Objective
This chapter provides an overview of the LCC aspects and which information developed by an
LSA process can be used to support the LCC analysis activities.

1.3 Scope
The scope of this chapter is to provide LSA managers and analysts an understanding of Life
Cycle Cost (LCC), its use and interactions with the LSA business process. The LSA managers
and analysts need to share information regularly with LCC experts to ensure that their analysis
and decisions take into consideration the economical factor.

2 Different views on costs over the Product life cycle


Several terms are used to define the cumulative costs of a Product and its support environment
over its life cycle from design to disposal:

− Life Cycle Cost (LCC)


− Total Ownership Cost (TOC)
− Whole Life Cost (WLC)
These terms differ in their scopes (refer to NATO RTO Technical Report 028), which are
described in Para 2.1, Para 2.2 and Para 2.3.
For LCC analysis activities, a strong relationship to LSA activities and results can be identified,
which is considered within Para 4.

2.1 Life Cycle Cost


LCC consists of all the direct costs plus any indirect-variable costs associated with the
procurement, operations, support and disposal of the Product. Indirect-variable costs can
include linked costs, such as additional common support equipment, additional administrative
personnel and non-linked costs, such as new recruiters to recruit additional personnel. LCC also
includes the marginal costs (both direct and indirect) of introducing a new equipment or
capability.
LCC does not include notional allocation of costs, whereas TOC and WLC can do. All indirect-
variable costs related to activities or resources that are not affected by the introduction of the
Product are not part of LCC.
Note
LCC is used as a minimum for the analysis of alternatives and to compare options of
alternatives, and often for economic analyses.

2.2 Total Ownership Cost


TOC consists of all elements that are part of LCC plus the indirect, fixed and linked costs.
These latter can include items such as common support equipment, common facilities,
personnel required for unit command, administration, supervision, operations planning and
control, fuel and munitions handling.
TOC represents all costs associated with the ownership of a system except non-linked fixed
costs that are related to the running of the organization.
Note
TOC is used for budgeting purposes, determining the use of services between systems, for
optimization purposes and for financial analysis.

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2.3 Whole Life Cost


WLC consists of all elements that are part of TOC plus indirect, fixed, non-linked costs. These
latter can include items such as family housing, medical services, ceremonial units, basic
training, headquarters and staff, academies and recruiters.
In WLC all costs or expenses that are made by the organization are attributed to the systems or
Products they produce.
As WLC represents the total budget provision including such element as headquarters costs, it
allows the visibility of the complete allocation of funds.
Note
WLC is used for a strategic view and high-level studies.
The relationship between the different cost classes described in Para 2.1, Para 2.2 and
Para 2.3 is shown in Fig 2.

WLC
LCC

TOC

ICN-B6865-S3000L0071-002-01
Fig 2 Relation between LCC, TOC and WLC

3 LCC analysis process


3.1 General approach
Although it can be necessary to adapt the LCC analysis process to the Product being
considered, there are common steps that can be essential in all the LCC analysis processes.
The depth of the analysis for every step needs to be tailored to the requirements of each
project.
The approach needs to be tailored to support the questions to be answered, the costing
requirements and the availability of suitable data. With some variation (to the level of detail), the
same basic approach to LCC analysis can be applied to all projects regardless of their specific
requirements. This approach requires some steps to achieve a successful LCC analysis, which
are:

− Definition of aims and objectives of the study. Refer to Para 3.2.


− Development of the LCC framework. Refer to Para 3.3.
• Establishment of the program content, the costing boundary within the LCC breakdown
structure
• Identification of methods and models needed according to the objective and the life
cycle phase
• Identification, collection and documentation of data and assumptions necessary to
populate the LCC model
• Analysis of risks and uncertainties

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− Report and presentation of the results. Refer to Para 3.4.

3.2 Aim and objective of the study


It is essential to define what is going to be estimated and understand what the estimates will be
used for (eg, setting budgets, support options evaluation, trade off decisions, pricing). Examples
for the range and variety of objectives can be:

− the acquisition of a new transport aircraft to fill a capability gap


− the acquisition of an information management system for a medium sized company
− the modification of a large fleet of vehicles due to obsolescence
The aim and the objectives of the study will have a major impact on the way an LCC analysis is
conducted. A different type of question will result in a different way of conducting the study. This
will often be implicit in the type of study being undertaken, but it needs to be clearly and
unambiguously defined if the LCC analysis is to provide useful and meaningful results.

3.3 Develop the LCC framework


The different components of an LCC framework are shown in Fig 3.

LCC breakdown structure Methods, models and tools

LCC
framework

Data & assumptions Risk & uncertainties analysis

μ2 – μ1 =
Cost Risk

ICN-B6865-S3000L0072-002-01
Fig 3 Life cycle cost framework

3.3.1 LCC breakdown structure


The LCC Breakdown Structure (LCCBS) identifies all cost items affecting the total LCC of the
Product. Cost items need to be defined in a very specific way to avoid ambiguity. For that
purpose, a cost items needs to be defined according to 5 dimensions:

− Resources
− Activity
− Product
− Time
− Location

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Example:
Cost of technicians (resources) to maintain (activity) the engine (Product) during 25 years (time)
at company X (location).

3.3.2 Data and assumptions definitions document


The DADD records the LCC analysis ground rules and assumptions. This includes
organizational, program, technical and economic data. The LSA can provide technical and
organizational data regarding support. For this purpose, it is obvious that LSA data must be
maintained within the in-service phase to enable LCC analysts to use the LSA as a dependable
data source.

3.3.3 Methods, models and tools


There are many software packages on the market to support an LCC analysis, but it is
recommended to select the most appropriate tools depending on:

− the specific Product to be analyzed


− the objectives of the LCC analysis
− the life cycle phase
As several methods can be used, it is useful to compile all results in an aggregation tool so that
an overview on the LCC can be maintained. The use of tailored LCC models can be preferred in
some cases.

3.3.4 Risk and uncertainties analysis


Risk and uncertainties analysis can be included within the model so that the possible variances
in program estimates in terms of cost can by fully understood.

3.4 LCC analysis outputs and reports


The results of the LCC analysis can be documented and presented by as many reports and
graphs are required to allow users to clearly understand both the outcomes and the implications
of the analysis.
The final LCC analysis report must contain at least the purpose and scope, a summary of the
LCC framework, results, analysis of the results including sensitivity and trade-off analysis and
conclusions and recommendations.

4 LCC analysis in the LSA business process


4.1 Interactions
LCC analysis work starts in the early phases, before LSA begins. Therefore LCC results are
already available once the LSA preparation starts within the early LSA activities. LCC results
can serve as one criterion to set up the LSA program plan and framework and it can support the
selection of LSA candidate items and the identification of analysis activities per LSA candidate.
Refer to Fig 4.
During the LSA process, many data will be generated from the different analysis activities like
eg, FMEA, MTA, SMA, Damage and special events analysis or SSA. These are important
inputs necessary for updating the DADD of the LCC framework, particularly with regard to
resources. At the same time, LCC analysis can also be used as one criterion decision making
during activities such as influence on design, configuration assessment and LORA.

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Early LSA actvities During LSA process (initial & in-service)

Influence
Select CI LORA MTA SMA
on design

LSA process Select LSA FMEA


activity per SSA
FMECA

Economical criteria

Economical criteria

Economical criteria
CI
Damage &
special event
analysis

Economical
criteria
U
P
LCC process
Preliminary Updated LCC D
LCC results results
A
T
E
Preliminary Product Updated Product
CRD CRD
breakdown structure breakdown structure
Data and
assumptions Previous technical
ORD ORD Updated technical data
used studies

Other data and Update of other data


assumptions and assumptions

ICN-B6865-S3000L0073-002-01
Fig 4 Interactions between LCC and LSA

4.2 LCC aspects during early LSA activities


Before LSA work starts, LCC analysis has been provided for different reasons, such as:

− Affordability analysis
− Business case
− Evaluation of alternatives
Therefore, some data and assumptions have already been captured and used for that purpose.
These data and assumptions can include, but not be limited to:

− Organizational and program data, such as support and maintenance organization,


operation and the quantity of the Product. These data are reflected in an Operational
Requirements Document (ORD) and in a Customer Requirements Document (CRD).
− Technical data, such as a Product breakdown structure, technical data, maintenance and
support characteristics of the breakdown elements based on existing analysis results (eg,
weight, reliability and testability information, duration of maintenance, periodicity of
preventive maintenance, scrap rate)
− Economic data (eg, man hour costs for different activities like design, development,
production, operation or maintenance, costs of other resources)
At this early stage, LCC models are usually based on parametric or analogy methods with its
range of uncertainties. However, the LCC model developed allows the identification of cost
drivers based on the breakdown elements and the corresponding support activities. This
identification can be used as one decision criterion during the LSA preparation for candidate
item and analysis selections, such as:

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− LCC analysis can be used to support the candidate items selection from the Product
breakdown structure that are cost drivers and have many uncertainties. These can
potentially be part of the candidate item list.
− For each candidate item selected, LCC analysis can be used to identify the activity driver
(eg, if corrective maintenance is the activity driver, it can be useful to carry out FMEA and
MTA in depth)

4.3 LCC analysis during LSA process


During the complete LSA process, LCC analysis can be updated with the results of different
analysis activities. It is vital to maintain a coherency between LSA data and the DADD used for
the LCC analysis.
LCC analysis is also used as one criterion for decision for some activities such as influence on
design, configuration assessment and LORA.

4.3.1 Influence on design


For influence on design, the following steps can help in the decision making process. However,
the use of these steps needs to be combined with other criteria, such as safety and availability.
The steps are:
1 Use LCC model to identify breakdown element drivers (high LCC)
2 Perform LSA to decrease the support cost part of the LCC for these drivers and identify
LSA requirements
3 Analyze whether these requirements need design change
4 Analyze what design changes are needed (with design office), collect data and
assumptions for design, development, production and disposal
5 Update LCC analysis taking into consideration new design, including LSA requirements
6 Compare with initial LCC to quantify benefits

4.3.2 Configuration assessment


When a design change is needed for any other reason than above, LCC analysis is used as one
criterion for decision making during the configuration assessment. Certain steps can help in the
decision making process. However, the use of these steps needs to be combined with other
criteria such as safety and availability. The steps are:
1 Identify the data and assumptions in the change request
2 Perform LSA if the change concerns Candidate items and identify LSA requirements
3 Update LCC analysis with all the data above

4.3.3 LORA
For LORA, LCC analysis is used to evaluate alternatives in terms of levels of repair (from an
economical perspective). The part of the LCC to be considered in the evaluation is
maintenance, spares provisioning, training maintainers, support equipment and facilities, non-
recurring and recurring costs.

4.4 Data exchange between LSA and LCC


LCC analysis outputs are used as one criterion in making decisions during the LSA process.
Conversely, the LSA process generates data that are useful for LCC analysis. Table 2 gives an
overview of the elements exchanged from LSA to LCC. The UoFs, classes and data elements
are defined in Chap 19. The number of data elements can be tailored to meet the requirements
of the project.

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Table 2 List of potential LSA data elements to support LCC analysis


UoF Classes

Product and Project ContractedProductVariant


Product Usage Context MaintenanceLevel
ContractedProductVariantAtOperatingLocationType
Breakdown Structure BreakdownElementUsageInBreakdown
BreakdownElementStructure
BreakdownElement
BreakdownElementRevisionRelationship
Part HardwarePartAsDesigned
SoftwarePartAsDesigned
PartAsDesignedPartsList
LSA Candidate ProductServiceLife
ScheduledMaintenanceInterval
MaintenanceFreeOperatingPeriod
DownTime
MaintenanceManHoursPerOperatingHour
MeanTimeBetweenUnscheduledRemoval
MeanTimeToRepair
DirectMaintenanceCost
FailureRate
ReplacementTime
FailuresPerOperatingHour
ShopProcessingTime
LSA FMEA LSAFailureMode
LSAFailureModeWithDistributionRating
LSAFailureModeWithDistributionRatio

Special Event And Damage SpecialEvent


SpecialEventEffect
Task Task
Task Resources TaskPersonnelResource
TaskFacilityResource
TaskMaterialResource
AdditionalTrainingRequirement
Task Usage TaskFrequency

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Chapter 15

Obsolescence analysis

Table of contents Page


1 General ............................................................................................................................ 1
1.1 Introduction ...................................................................................................................... 1
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 3
2 Obsolescence strategy .................................................................................................... 3
2.1 Reactive obsolescence management ............................................................................. 3
2.2 Proactive obsolescence management ............................................................................ 3
2.3 Combination of reactive and proactive OM ..................................................................... 4
2.4 Obsolescence monitoring ................................................................................................ 4
2.5 Strategy tools ................................................................................................................... 5
3 Develop an obsolescence management plan ................................................................. 5
4 Implementation of obsolescence solutions ...................................................................... 6
4.1 Budget for obsolescence management costs ................................................................. 6
4.2 Linking obsolescence to the risk management activity ................................................... 7
4.3 Obsolescence and life cycle costs................................................................................... 7
4.4 Ensuring that industry plans and manages obsolescence .............................................. 7
5 Summary ......................................................................................................................... 8

List of tables
1 References ...................................................................................................................... 1
2 Options for reactive obsolescence management ............................................................ 3
3 Options for proactive obsolescence management .......................................................... 3

List of figures
1 Life cycle phases ............................................................................................................. 2

References
Table 1 References
Chap No./Document No. Title

EN 62402:2007 Obsolescence management - Application guide

1 General
1.1 Introduction
Obsolescence occurs due to the length of time it takes to develop and field a Product and then
the subsequent long life cycles of Products (Refer to Fig 1). Obsolescence affects all Products
and systems and is not limited to hardware and components, but includes test and support
equipment, software, tools, processes, logistic products, standards, specifications and
expertise.

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Early phases Design & Production & In-service Disposal


development implementation

Up to 5 years for
Up to 5 years
the design & Up to 25 years for the 30 or more years
for the concept
development production phase for inservice phase
phase
phase

Concept System
Production Operations
and development
and and Disposal
technology and
deployment support
development demonstration

ICN-B6865-S3000L0093-002-01
Fig 1 Life cycle phases
Obsolescence occurs for a number of reasons:

− The life spans of the components that make up the Product are decreasing, especially the
life cycle of electronic components (presently approximately 5 years or less per innovation
cycles)
− Obsolescence occurs because the manufacturing base, subcontractors and vendors, are
subject to market forces. Manufacturers can go out of business and essential parts or sub
assemblies can become unavailable.
− The loss of design and technical knowhow can have a big impact on the supportability of
long life cycle Products particularly if bespoke software and components (eg, ASICS) were
used in the original design
− Increasing environmental legislation regarding the use a specific chemicals (eg, MEK) or
materials (eg, beryllium, copper) has also increased the pace of obsolescence as it restricts
the use of materials and it is recommended that this be considered from the earliest phases
of a project.
− The costs of scarce materials, production facilities and support services (eg, software
maintenance) can also make the support of a Product unaffordable.
The rate of technological innovation coupled with long utilization of Products and services mean
that it is almost inevitable that obsolescence will have an impact at some time in the life cycle.
Despite this inevitability, obsolescence can be managed and mitigated. The cost of mitigation
however increases significantly as the system, Product or service moves closer to becoming
obsolete. It is recommended, therefore that Obsolescence Management (OM) be undertaken as
early as possible and as an integral part of the design, development, production and in-service
support phases in order to minimize potential remedial expenditure and thereby the overall Life
Cycle Cost (LCC).

1.2 Objective
The relationship between LSA and obsolescence is that both processes occur repetitively in the
Product life cycle and obsolescence must be an integral part of the LSA process as it impacts
supportability, operability and LCC and therefore must be closely managed until the disposal
phase. The objective of this chapter is to provide a description of obsolescence analysis and the
implementation of the associated activities. It offers guidance on obsolescence planning to
mitigate the risk of obsolescence and minimize the LCC of long life cycle Products.
Note
The information in this chapter is intended as an introduction and overview of the issues
related to OM. Authoritative guidance can be found in the European standard EN
62402:2007 Obsolescence management - Application guide.

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1.3 Scope
This chapter is aimed at engineering, quality, logistic, supply chain and sustainment
organizations. It provides guidance on:

− Defining an obsolescence strategy


− Implementation of obsolescence solutions
− Develop an OM plan
− Linking obsolescence to the risk management activity
− Obsolescence and LCC
− Ensuring OM costs are budgeted for
− Ensuring industry plans and manages obsolescence

2 Obsolescence strategy
There are two basic strategies for managing obsolescence, reactive and proactive and these
are outlined below.

2.1 Reactive obsolescence management


Reactive OM implies that there is either no specific provision for the task of managing
obsolescence or for the resolution of the obsolescence issues when they occur. Each
occurrence is dealt with in isolation, unless they occur concurrently, and there is no link into the
risk management activity. Resolution is funded from within the budget allocated to other
activities or additional funds are sought. If a reactive approach is being taken, management
options are listed in Table 2:

Table 2 Options for reactive obsolescence management


Option Description

Do nothing This is a valid choice. Your decision to have a reactive strategy can
be based on the extended life and very low consumption of the item.
This obviates the need for additional procurement activity.

Re-design Usually an expensive option but it can be unavoidable. Costs can be


mitigated by limited design transparency.

Alternative part This activity usually requires a parts search, which can include the
procurement removal of serviceable parts from an unserviceable Product for use
in the repair of another unserviceable Product to make serviceable,
known as cannibalization.

2.2 Proactive obsolescence management


Proactive OM implies that there is specific resource provision and a plan generated for
managing obsolescence issues. It is linked into the risk management activity and has a budget
allocated. It also has a stakeholder group identified for addressing issues as they arise. Product
monitoring creates time to review resolution options and justify decisions. It is recommended
that the proactive strategy is considered initially for all programmers. If a proactive approach to
OM is being taken your management options are extended by the options listed in Table 3:

Table 3 Options for proactive obsolescence management


Option Description

Do nothing As for reactive obsolescence management

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Option Description

Life time or end of life A valid approach which can offer the best value. However care must
buy be taken to consider the possibility of equipment life extension,
changes in consumption rates and costs of ownership (eg storage,
handling, exercising).

Planned upgrades These offer good opportunities to address multiple issues at once,
but would usually need to be coupled to obsolescence monitoring
activities whether the upgrade is requirement or obsolescence
driven. Care would also need to be taken to ensure sufficient spares
are available between upgrades and dates and budgets strictly
controlled.

Obsolescence A key component of any OM strategy which if implemented correctly


monitoring will at least ensure that enough time to plan and consider the
solution is available. Once the obsolescence strategy is established,
the preferred solution can be selected from the options available.

Design out This approach needs to be implemented in the earliest phases of a


obsolescence project. The intention is to design the equipment so that a
subassembly capability is not tied to a particular solution.

A combination of these two approaches can be applied, too. This can be particularly appropriate
where very large numbers of components are concerned, some of which can be identified as
low risk. This option reduces the management cost of the OM task and also focuses on the
high-risk items. Though there is increased risk attached to this approach which must be
considered against cost and impact considerations. Care must be taken if considering reactive
OM in the early phases of a project as it cannot be possible to recover important information
necessary to support proactive OM later in the project.

2.3 Combination of reactive and proactive OM


Projects sometimes determine that an OM strategy using a combination of reactive and
proactive OM is the most suitable approach.
This can be particularly appropriate where very large numbers of components are concerned,
some of which can be identified as low risk. This option reduces the management cost of the
OM task and also focuses on the high-risk items. However, there is increased risk attached with
this approach. Proactive OM can carry costs which can increase with the number of
components considered and monitored. These costs must be weighed against the possible
impact on availability and obsolescence rectification costs. The cost of OM is a driver in the
choice of the strategy.
Care must be taken when considering using reactive OM in the early phases of a project as it
can become impossible to recover important information necessary to support proactive OM
later in the project.

2.4 Obsolescence monitoring


When implementing the obsolescence monitoring solution, there are various options available.
The use of the Design Authority (DA) to manage obsolescence is an obvious choice. The DA is
best placed to develop a list of parts, identify solutions and modify the design. This is
particularly the case during the early phases of the project when the design can be influenced
by Obsolescence analysis. An alternative solution, particularly in the in service phase, is the use

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of a third party contractor with a dedicated OM portfolio of skills. There are many companies
which offer an OM service. The depth of service can be tailored to customer requirements. The
advantages of this are that they have specialized skill sets and experience in the
implementation of OM. Any overhead can be spread over many other projects and therefore
offer better value. They do not have a vested interest in identifying obsolescence issues unless
they are also contracted to identify solutions. A further option would be to employ a combination
of the DA and third party. The DA can be employed to do the bulk of the work whilst the third
party can offer specialist skills and, because its independence, be used to verify DA
obsolescence claims, as the DA can have a vested interest.

2.5 Strategy tools


The impact, probability and cost are significant discriminators in the decision making process of
the OM strategy. The data supporting this process can initially be based solely on the judgment
and experience of the team but this should improve as the project develops.
The process considers:

− The impact of an event on the capability of the system. This must be considered with the
customer or user and includes consideration of any reliability, maintainability and availability
aspects.
− The probability of the event occurring, which include possible environmental and safety
legislation aspects.
− The cost of the occurrence of an obsolescence event. This includes the total Product life
cycle cost addressing the design, production and implementation elements of the
immediate system and any rework or support activity costs (cost of ownership).
These three elements are considered together to determine the classification of the
obsolescence event. This classification can be used to determine the obsolescence strategy,
the level of monitoring, whether further investigation is required and the periodicity of review.

3 Develop an obsolescence management plan


The first step in managing obsolescence is to assemble a comprehensive OM plan. This
document will implement the strategy that will be applied during the life of the Product or project.
It is recommended that this be developed at the earliest phase of the project and reviewed at
least at the end of each phase for applicability. It often starts as quite a small document but will
develop and be refined as the lessons and decisions made during the design and development
phases are incorporated. As the project progresses, the plan will develop into a through life
record of the strategies employed, options considered and decisions made. It can incorporate
the contractor's OM plan, which will be provided in response to the Invitation to Tender and
contract.
The OM plan must:

− achieve the optimum compromise between whole life costs, performance, availability and
maintainability for the entire Product
− cover all materiel, including hardware, software, tools, test equipment, human resources
and training
− be compatible with the customer’s current support arrangements
− provide a clear basis on which obsolescence management requirements can be negotiated
with suppliers and partners
− take into account the need for component or equipment requalification/re-certification
following component or module substitution
− identify the linkages and interfaces into the risk and life cycle cost program activities
The scope and content of the OM plan are the responsibility of the plan and its contents are the
responsibility of the OM project team and must reflect the scope, complexity and cost of the
project. There are minimum requirements of the OM plan. It must:

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− identify obsolescence issues in the Product


− identify which obsolescence standards will be used
− identify obsolescence performance metrics
− record the choice of strategy and provide detail of any plans and OM decisions
− for decisions made it must document the reasons for which options were considered,
analyses carried out and the trade-off decisions made for later reference. It is
recommended that subsidiary documentation contains a full record of the details
− record the details of the stakeholder community personnel with authority for decision
making on trade-offs between cost and impact. OM requires input from the customer, OEM,
subcontractor and, in some cases, suppliers. A team with the correct stakeholders must be
assembled. The teams composition will vary with the Product and potentially the life cycle
of the Product. The team must establish a good working relationship so that information
and decisions can be quickly determined. The longer it takes to implement a solution
reduces the chances of its success.
− establish a schedule and strategy to refresh Product components and allow capability
upgrades including enabling future Product support. The strategy will depend on the
Product and can be broken down into electrical/electronic parts, systems or subsystems
and non-electrical/electronic parts systems or subsystems. This is also the case where the
frequency of scanning the Product breakdown is set. The more often the Product
breakdown is scanned the less likely that an obsolescence alert will become a serious
issue. However, the more often the scan is performed, the more expensive the process will
become.
− identify a tool set which will be used to predict the life cycle of electronic components,
enable a review of bill of materials and predict when an electronic component will no longer
be supported. The tool must have the ability to read all levels of a Product breakdown and
the ability to predict when a component or assembly can become obsolete.
− effectively manage obsolescence issues and maintain a record of discontinuance notices
received from suppliers. Discontinuance notices alert customers that production is
concluding for a specific part. The notices usually contain part numbers, last order and
shipment dates, and minimum order quantities. In OM, it is essential that discontinuance
notices are collected proactively.
− establish a secure data repository for obsolescence data. Establishing a secure area where
information can be exchanged and stored is essential. This protects the intellectual property
of all parties. This data can be used again for similar Products in the same stage of their life
cycle.

4 Implementation of obsolescence solutions


When there is an obsolescence occurrence the choice of solution is wholly dependent on the
project and market circumstances at that time. Therefore, each occurrence must be treated as
an individual event that, at a minimum, must consider:

− reclamation
− last time buy
− life time buy
− re-manufacture
− use of an interchangeable item
− adaptive solutions
− reverse engineering
− new design

4.1 Budget for obsolescence management costs


It is essential that budgetary provision is made for the OM task itself. OM carries its own
resource cost and this must be included in the project budget. In addition costs must be
included for the resolution of the obsolescence issues as they arise. These issues will vary as
the project develops and must be reviewed regularly. This cost forecasting effort must be linked

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to the project risk activity to ensure that a consolidated approach is taken and that items are not
accounted for twice or not at all.

4.2 Linking obsolescence to the risk management activity


Managers must consider the operational risks over the life of the equipment associated with
obsolescence:

− What would be the impact of the Product being unavailable due to lack of spares or of
performance degradation due to substituted parts?
− What would be the likely cost of premature replacement or of other measures to circumvent
obsolescence?
− What is the probability of obsolescence occurring (including considerations of technology
advances and the introduction of new legislation)?
Obsolescence is a key contributor to any risk assessment. It is recommended that the strategy
for addressing obsolescence in risk processes be established early on in the project and
reflected in the appropriate management plans. Having good visibility of the obsolescence risks
is the first essential step required to minimize negative effects. This will enable the project
management to identify and implement the most appropriate action to deal with issues in the
most cost-effective way. It is essential to acknowledge that it is always the Product user who is
most affected during in-service phase in terms of readiness, supportability and life cycle costs.
Obsolescence is always a risk but it can create opportunities when alternative parts offer
improved performance.

4.3 Obsolescence and life cycle costs


Obsolescence can lead to major changes in design, lead to changes in support philosophy and
impact support arrangements. Because obsolescence can impact all phases of a project any
review of solution options must consider the implications for the life of the Product. Hence the
need for OM to be linked to the LCC activities. A whole life approach must be considered when
addressing cost issues which must be reflected in the appropriate management plans.

4.4 Ensuring that industry plans and manages obsolescence


Industry must plan for obsolescence from the beginning of the design process including
“obsolescence prevention” as another objective of the supportability engineering and logistics
activities, maintaining this objective in all the phases of the project. Industry must:

− produce an OM plan
− conduct obsolescence critical analysis in the project to identify the Product items with the
highest risk of obsolescence and, in accordance with a predefined criteria, use similar
methodologies for the safety hazard and mission critical analyses
− adopt a pragmatic approach by putting into practice, as a continuous effort with all levels of
industry participants, timely and cost-effective obsolescence engineering practices,
management tools, methods and practices to avoid the negative effects of obsolescence in
the project
− prepare obsolescence risk mitigation strategies for incorporation in the Statement of Work
(SOW) for all provisioning contracts during the Product life cycle
− detail OM data requirements clearly within the SOW and ensure rights of access are
addressed during commercial negotiations
− determine the obsolescence status of parts before their procurement
− ensure that all stakeholders plan the most cost effective time scales for in service
technology updates/upgrades or technology road maps and managing obsolescence in
existing equipment to extend its service life in line with the logistics and necessary
qualification/certification processes
− apply practices already established in other projects for obsolescence mitigation whenever
it is deemed convenient and cost-effective

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It is essential that the Invitation to Tender, for all phases of a project, includes the requirement
for an OM plan. The format and contents of the plan can be the contractor’s best practice but, at
a minimum, must conform to the requirements of a recognized standard. Intellectual property
rights must be considered with regard to OM and in particular to ensure access to data required
is provided to support the OM strategy. The requirements of OM must also be considered in the
context of an exit strategy, to ensure that all the data, necessary to manage obsolescence, is
available in the event of a contract termination.
One commercial strategy is to pass responsibility for the management of obsolescence to the
contractor completely. This hands-off solution can, in its simplest form, consist of a fixed price
payment for the resolution of any future obsolescence arising. This is not an optimal technical
solution but rather a more commercial or contractual approach, passing all liability for future
obsolescence issues to industry during a specified time period. In some cases, this can be
accompanied by a redistribution of payment plan by bringing forward some payments in order to
cover potential obsolescence issues arising during a specified time period. However, there are
drawbacks to this approach. Although “risk is being transferred to the contractor” for a fee, care
must be taken to ensure that, at a minimum, there is limited visibility from the customer side so
that he can see where action is being deferred or risk carried. These decisions can impact the
customer on contract closure. Alternatively, it is recommended that provision be made to
address obsolescence risk as the contract approaches completion, if this is achievable. In
addition, during the fixed price negotiation, it can be difficult to justify or investigate costs unless
the contractor proposal is supported by a detailed risk based obsolescence cost analysis.

5 Summary
There are many causes of obsolescence. The loss or impending loss of manufacturers or
suppliers of critical items, raw materials, intellectual resources, exponentially rising costs of
scarce parts and materials, rapid changes in technology, uneconomical production
requirements, competition, environmental or safety legislation, all impact the sustainability of a
Product during its life cycle. OM is an activity intended to minimize the impact of this potential
loss of supply through the identification, quantification and resolution of obsolescence and aims
to achieve optimum cost-effectiveness. OM focuses on the system-wide application of risk
management and is applicable to the entire Product life cycle, becoming an integral part of the
design, development, production and in-service support phases of the project.

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Chapter 16

In-service LSA

Table of contents Page


In-service LSA ................................................................................................................................ 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 3
2 Core principles ................................................................................................................. 4
2.1 Overview .......................................................................................................................... 4
2.2 LSA triggered by data analysis in-service ....................................................................... 4
2.3 In-service LSA for modification and change implementation .......................................... 5
2.4 In-service configuration management ............................................................................. 5
3 Analysis procedure and sub-process description ............................................................ 6
3.1 In-service performance monitoring process .................................................................... 6
3.2 In-service data feedback to design for Product update ................................................... 6
3.3 In-service updates of technical and logistic analysis results ........................................... 7
3.3.1 Reassessment and update of the LSA FMEA ................................................................. 7
3.3.2 Reassessment and update of damage and special event analysis ................................ 7
3.3.3 Reassessment and update of the LROA ......................................................................... 7
3.3.4 Reassessment and update of the SMA ........................................................................... 7
3.3.5 Reassessment and update of the LORA ......................................................................... 8
3.3.6 Reassessment and update of the MTA ........................................................................... 8
3.3.7 Reassessment and update of the SSA ........................................................................... 9
3.3.8 Reassessment and update of LCC analysis ................................................................... 9
3.3.9 Reassessment and update of obsolescence analysis .................................................... 9
3.3.10 Reassessment and update of disposal analysis ........................................................... 10
3.3.11 Product defect and warranty management ................................................................... 10

List of tables
1 References ...................................................................................................................... 1

List of figures
1 In-service ILS process ..................................................................................................... 3
2 Overall process for monitoring in-service performance ................................................... 6

References
Table 1 References
Chap No./Document No. Title

Chap 5 Influence on design


Chap 7 Results of FMEA/FMECA in LSA

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Chap No./Document No. Title

Chap 8 Damage and special events analysis


Chap 9 Logistics related operations analysis
Chap 10 Scheduled maintenance analysis
Chap 12 Maintenance task analysis
Chap 13 Software support analysis
Chap 15 Obsolescence analysis
Chap 17 Disposal
S4000P International specification for developing and continuously
improving preventive maintenance
S5000F International specification for operational and maintenance
data feedback

1 General
1.1 Introduction
Using the LSA methodology during the early phases of the Product life cycle, the support
solution will have been developed ensuring that it meets the capability and operational
requirements, is optimized for through life cost, and is sustainable. This chapter provides a
process to monitor, evaluate and adapt a support solution during the in-service period of
Product life cycle
In-service LSA is part of the Product life cycle activities. After the Product enters into service,
relevant in-service data must be collected and subject to an analysis process against defined
support requirements. Such support requirements can change several times during Product life
cycle and can also be the subject of upcoming problems or shortcomings. The LSA
methodology must be updated accordingly to ensure a continuous improvement of the support
solution for any Product.
During the in-service phase, a responsible ILS manager must identify and trigger the necessary
LSA activities in support of the ILS process. These activities must ensure that the support
solution.

− is delivered to satisfy any support contracts


− continues to meet the capability requirements
− is periodically reviewed to ensure it remains optimal, taking into account any changing
capability, or operational and environmental requirements
− is routinely reviewed to ensure it meets all applicable legislative requirements

1.2 Objective
The objective of this chapter is to provide a methodology for defining the necessary in-service
LSA activities. Prior to a Product’s entry into service all resources required to support the
Product must be defined. Reviews are required to monitor the technical applicability and the
cost-effectiveness of the actual usage of support resources. In case of technical or economic
insufficiencies based on in-service data, potential modifications of the support system must be
identified, recommended and implemented. The positive effects of in-service LSA activities
include, but are not limited to:

− enhancing Product availability


− harmonizing and improving required resources to support the Product

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− improving the Product itself by incorporating modifications


− reducing the logistic footprint
− reducing the logistic support cost
Implementing LSA activities during the in-service phase is a win-win approach for both,
customer and supplier, because:

− the supplier will be better placed to know about the actual Product usage, and to anticipate
support Product issues, enhancing their ability for effective support issues resolution
− the user will gain benefit from continuous improvement brought by the supplier on the
Product supportability and on the support system efficiency

1.3 Scope
This chapter is applicable to the Products that enter into service and have already LSA
performed prior to the Products’ entry into service. For those Products that have not had LSA
performed in accordance with S3000L, the requirements to conduct in-service LSA activities
must be determined. The depth and extent of the LSA activities will depend on the scale of
changes. These changes can be driven by:

− Product modification and mid-life updates, sometimes referred to as ‘technology insertion’.


This option involves predetermining points during the Product life at which the design of all
or parts of the system are brought up to date and obsolete items replaced.
− Operational or environmental requirement changes or changes to the operational and
environmental conditions must be assessed to identify the impact on the delivered support.
The analysis can result in changes to the Product or the support solution.
− Legislation changes are to be reviewed, and if relevant, any impact on the delivered support
solution must be assessed
The top level in-service ILS process is presented at Fig 1.

ILS elements

Updated Software Support


In-service
Product
Updated technical
documentation
Product Data
support collection
Updated training

Aquisition
LSA In-service
ILS product baseline
Updated maintenance plan
ILS product
definition

Analysis of in-service Updated support equipment


data/information Periodic update

Updated spares catalogue

Updated
LSA Updated disposal planning

Global supply chain

ICN-B6865-S3000L0109-001-01
Fig 1 In-service ILS process

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2 Core principles
2.1 Overview
During the in-service phase LSA aims at reviewing when necessary the Product support
resources in order to ensure compliance with customers' technical, logistic and economical
requirements. This review can be triggered by:

− Discrepancy between achieved and predicted results


− Modification or change to the Product required by the customer or to comply with external
rules and legislation
− Search for areas of optimization taking into consideration the usage and support feedback
as part of the overall process of support risk and opportunity management
As several LSA iterations can be conducted throughout the in-service phase, it is vital to put in
place a Configuration Management (CM) process of the results of the LSA activities. This
includes a thorough configuration control, accounting and audit. In addition, the in-service LSA
relies on an operation and maintenance feedback system that needs to be in place at the
Product entry into service.

2.2 LSA triggered by data analysis in-service


An analysis must be conducted of the available standard reporting systems to determine the
amount and accuracy of supportability information that will be obtained on the new Product in its
operational environment.
Any shortfalls in measuring achievement against the supportability goals that were established
for the new Product must be identified. Supportability factors which were not tested during the
procurement phases of the item's life cycle must be verified. It must be ensured to obtain
required supportability data from the field which will not be obtained through standard reporting
systems.
As an example, a Data Reporting and Corrective Action System (DRACAS) can be
implemented. DRACAS is a documented closed loop system for reporting, collecting, recording,
analyzing, categorizing, investigating and taking timely effective corrective action on all
discrepancies and failures relating to design, manufacturing and test processes. DRACAS can
be viewed as a component function in the greater scheme of in service ILS\LSA data. Even if a
dedicated DRACAS system is used and is relatively stand-alone, the data collected can become
part of the overall data set used for ILS. Suitable opportunities for reporting can be integrated
into the usual practice of maintenance. Facilities for reporting problems can be part of the
following systems:

− Maintenance scheduling and maintenance recording systems


− Interactive electronic technical manuals
Electronic Health and Usage Monitoring Systems (HUMS) and Data Loggers (DL) can be
encouraged wherever possible to remove the possibility of human induced errors.
Note
A DRACAS strategy can have an impact on the Product design and on DRACAS/HUMS/DL
technical requirement specification and, finally, also on the selection process for an
adequate Product including a proper support system.
Data are collected by the maintenance personnel discovering or rectifying the problem. Multiple
reviews/approvals must be avoided and must be traceable to the reporting person. The detailed
approach used for data collection must be as human friendly as possible. Where it is integrated
into other systems, the data recording elements are usually aware of the context and avoid data
re-entry. For example, when reporting a new problem encountered during a maintenance task,
the option to report the problem must provide as much information as possible.
Additionally, the in-service data collection process will include but not be limited to the:

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− type of data
− actual date and update rate
− exchange media
− confidentiality/intellectual property rights
As a future option, S5000F will provide a specification to identify suitable feedback
data/information. A task team will be implemented with specialists from S3000L and S5000F to
take care about data exchange issues. Main purpose will be to find a proper solution to develop
proper information out of data which is collected within any data collection processes during the
in-service phase.
The ILS manager will ensure that a trade-off analysis between cost, period of time that data is
collected and number of operational units in which to collect data and statistical accuracy is
conducted, to identify the best data collection plan. To support the provision of the capability
through the in-service phase, reliability and maintainability is maintained by monitoring and
recording:

− Product usage
− preventive and corrective maintenance activities
− consumption of spares and consumables
− periods of unavailability to monitor the reliability requirements
This enables the determination of the in-service achievement of reliability and maintainability
requirements and the identification of shortfalls in the support solution. Analyzing these data will
help understand the cause of shortfalls and, where appropriate, develop solutions and
modifications for implementation.

2.3 In-service LSA for modification and change implementation


The Supportability Analysis (SA) activities that are undertaken during a Product modification or
redesign process must be tailored to those that will return a cost effective benefit.
The SA activities that were specified eg in a Supportability Analysis Plan used for the
procurement of the Product can be reused as a baseline for the identification of the required
activities to be performed for modification or redesign and can assist in identifying and
optimizing the support requirements.
The activities to be tailored out of the baseline will be those applicable to initial design that are
primarily activities no longer possible. For example, basic design decisions having been made
during the development process cannot be influenced by SA activities during in-service phase.
However, in order to ensure that supportability aspects are addressed adequately, the
applicability of the SA activities to the modification process must be identified in the modification
instruction and harmonized with the CM system.

2.4 In-service configuration management


CM provides a mechanism for controlling Products’ functional and physical characteristics
throughout the acquisition life cycle, and enables an orderly transition from development thru
production and entry into service. During the in-service phase consideration must be given to:

− configuration management during the LSA update process


− functional configuration change and physical configuration change identification
− configuration control during the LSA update process
− configuration verification audit during the LSA update process
Existing procedures will be adopted or new procedures will be implemented to apply CM as the
control of Products’ form, fit and functional characteristics, as described in the Products’
technical documentation. CM provides a record of changes throughout the life cycle of the
Product, and shows any dependencies between Products and their breakdowns. The record of
changes against the baseline must be made available to both supplier and customer.

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3 Analysis procedure and sub-process description


3.1 In-service performance monitoring process
Fig 2 describes an overall process for monitoring in-service performance. Depending on the
information collected and the customer's requirements, in-service LSA activities can include but
not be limited to:

− results of FMEA/FMECA in the LSA, refer to Chap 7


− results of damage and special events analysis, refer to Chap 8
− results of Logistic Related Operations Analysis (LROA), refer to Chap 9
− results of Scheduled Maintenance Analysis (SMA), refer to Chap 10
− results of Maintenance Task Analysis (MTA), refer to Chap 12
− results of Software Support Analysis (SSA), refer to Chap 13
− results of obsolescence analysis , refer to Chap 15
− results of disposal analysis, refer to Chap 17
In addition to ensuring the definition of optimized resources, the objective of "influence on
design" is also a key factor in selecting the LSA activities, particularly in case of design
changes. Refer to Chap 5.

ICN-B6865-S3000L0094-001-01
Fig 2 Overall process for monitoring in-service performance

3.2 In-service data feedback to design for Product update


During in-service LSA, it is not possible to isolate the objective of influence on design from the
update of any analysis results from for example, SMA, LORA, MTA or Damage and Special
Event Analysis, because the actual status of the reliability data, maintainability data, testability
data and others which can influence the design are clarified within the related activities in the
support engineering activities reliability, maintainability, testability and safety.

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3.3 In-service updates of technical and logistic analysis results


3.3.1 Reassessment and update of the LSA FMEA
The recommended analysis activities to determine a reassessment of the results of the
FMEA/FMECA within the LSA are:

− To analyze logistic support products and their related in-service data which have the
potential to influence the LSA FMEA result
− To analyze the in-service data, compare it with the original data in as designed LSA FMEA,
or the baseline defined in a previous analysis and identify any differences
− If conflicts are identified between in-service data and original data, continue the analysis to
judge whether the corrective tasks must be redefined
− Use the in-service data to verify the failure detection methods and detection rate, failure
isolation methods and no failure found rate
− Redefine the requirement for troubleshooting for some items if necessary
− Update the corrective maintenance tasks list and the troubleshooting tasks list and transfer
the revised tasks to MTA for further analysis
3.3.2 Reassessment and update of damage and special event analysis
The recommended analysis activities of the results of damage and special event analysis within
LSA, include but are not limited to:

− Assessing actual usage data to determine if any special events have occurred that were not
identified in the original analysis
− Assessing if new special events are likely to occur again and if yes, supplement them to the
special event list and subject them to detailed analysis
− Using in-service data where possible, to assess if the damage sensitivity rating for new
technologies is reasonable, and reanalyze if necessary
− Assessing whether all the damage factors and damage forms have been given adequate
consideration
− Updating the corrective maintenance tasks list and troubleshooting tasks list and transfer
the tasks to MTA for further analysis

3.3.3 Reassessment and update of the LROA


The recommended analysis activities of the results of the LROA within LSA, include but are not
limited to:

− Using in-service data to assess whether all the logistic related operation tasks have been
adequately analyzed or not
− Detailing any additional Logistic Related Operation Analysis activities required
− Assessing whether the ILS element of packing, handling, storage, and transport, any
special or additional requirement must be added to existing tasks
− Updating the tasks list about logistic related operation and transfer the revised tasks to MTA
for further analysis

3.3.4 Reassessment and update of the SMA


Effective and achievable maintenance schedules are essential to meeting the required
availability and reliability, at an affordable through life cost. An initial scheduled maintenance
plan is generated from an SMA, based on for example the principles of S4000P. These will
need to be verified against actual performance of the Product in operational use. It is essential,
therefore, that the scheduled maintenance plans remain a living document to reflect operating
experience and changed usage.
The recommended analysis activities of the results of the SMA within LSA, include but are not
limited to:

− Verifying the applicability and effectiveness of the original scheduled maintenance tasks

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− Reviewing the records for all maintenance significant items at pre-set trigger points (eg
numbers of events) to understand if there are any issues which needs addressing, and
ensure that the relevant action is taken. For critical items the trigger point can be one event,
for less critical items the number of events has to be judged against the amount of usage
over a period of time.
− Reviewing maintenance reports for the items at pre-set trigger times (eg amount of use or
calendar times as determined in the maintenance plan) to decide if the design of
maintenance needs to be investigated. For example, if maintenance records show less
“wear” than expected, consideration is given to extending the maintenance frequency, the
actual decision is undertaken as a repeat of design of maintenance.
− Continuing to review more advanced maintenance approaches such as condition
monitoring, to ensure that the threshold levels set remain appropriate
− Ensuring that all maintenance review activities balance the risk of failure against the
uncertainty inherent in the maintenance records
− Ensuring that an analysis is conducted to assess the rationality of the task interval/threshold
based on the in-service reliability data
− Using in-service data is used to assess the access method and removal routes identified for
the tasks based on in-service use and routes modified where necessary
− Redefining the tasks type, interval and access method if needed, and transfer the revised or
added tasks to MTA for further analysis
Note
The analysis activities described above are a selection of criteria for a reassessment of
scheduled maintenance. For a detailed process for the optimization of scheduled
maintenance refer to S4000P. This optimization process can be considered as a “test
bench” for preventive/scheduled maintenance programs and is published as a part of
S4000P.

3.3.5 Reassessment and update of the LORA


The recommended analysis activities of the results of the LORA within LSA, include but are not
limited to:

− Judging whether the Economical LORA (ELORA) needs to be supplemented for the high
cost items that have relative lower reliability
− Using the in-service data to determine through the cost and elapsed time of the LRU
replacement and repair, whether the LRU level is still reasonable. If not, a possibility for the
LRU being divided into several separated LRUs can be evaluated.
− Judging whether the decision about replace/repair level (including disposal) needs to be
updated or not

3.3.6 Reassessment and update of the MTA


An LSA manager must regularly review the maintenance policy, as agreed with the
customer/user to ensure that the assumptions are still valid. Factors to be considered include
but are not limited to:

− The validity of the maintenance plan including the LORA and SMA results
− Identified problems from operator’s side in relation with performance of any maintenance
task
− Divergence of as maintained standards from the Product build standard
− Changes to legislation
− Changes to usage environment
− Quantities fielded versus distribution and quantity of spares
− The accuracy of original wastage estimates
− The Products’ performance/availability falling below or exceeding original predictions
The recommended analysis activities of the results of an MTA within LSA, include but are not
limited to:

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− Collecting the revised tasks coming from FMEA/FMECA, damage and special events
analysis, LROA, SMA and SSA and reanalyze the maintenance tasks for the new or revised
tasks
− Updating the maintenance procedure and the related resources for the revised requirement
related to the maintenance task itself
− Updating the facilities requirements required according to the revised task procedures.
− Updating the personnel and according training requirements

3.3.7 Reassessment and update of the SSA


The recommended analysis activities of the results of an SSA within LSA, include but are not
limited to:

− Updating the following during the in-service phase:


• Software failure mode and effect analysis
• Software testability analysis
• Software maintenance requirements
− Updating the software maintenance tasks and troubleshooting tasks list and transferring
them to MTA for further analysis

3.3.8 Reassessment and update of LCC analysis


During in-service, the results of LSA activities provide technical and logistic information that are
necessary for updating the Product LCC, particularly with regards to the maintenance and
support costs. Furthermore, the results of LSA activities with regard to disposal are crucial for
the economical assessment of the disposal options. When design changes are decided, the
same process described in Chap 14 applies for evaluating design influence.

3.3.9 Reassessment and update of obsolescence analysis


Platforms and Products are procured against a predicted or required life. This can be extended
or shortened for any number of reasons. The activities undertaken must plan not only for the
disposal, but also have a strategy to detect the onset of obsolescence, of the whole or part of
the Product. The support manager will then, if necessary, instigate action to find a suitable
replacement if required, or extend the life of Product, if possible.
The signs of the onset of obsolescence include, but are not limited to:

− The unavailability of spares and prohibitive costs for replacements


− The lack of the necessary skills or training to maintain the Product
− The Product no longer being used due to changes of role, or introduction of enhanced
capability
The recommended analysis activities of the results of an obsolescence analysis within LSA,
include but are not limited to:

− Capturing all in-service data that impacts items selected for obsolescence management
− Ensuring that the obsolescence management strategy is reevaluated for items using the in-
service data and ensure its continuing viability, during the in-service phase
− Ensuring that a risk assessment for components identified for proactive obsolescence
management is carried out. Where this risk is considered unacceptable, management
activities must be undertaken to identify and assess the most appropriate actions to mitigate
the obsolescence concerns.
− Ensuring that component monitoring is undertaken to identify potential high risk
components, that need to be added to the obsolescence management list during the in-
service phase

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3.3.10 Reassessment and update of disposal analysis


3.3.10.1 Requirements for disposal
During the in-service phase, a modifications to the support solution can result in the appearance
of substances that will require special disposal. These substances can also arise because of
initial overstocking due to incorrect LSA results, implementation of modifications to the Product
and changes in equipment use.
The requirement for disposal during the in-service phase must be analyzed continuously to
ensure that the disposal system is adequate for the Products’ or Product components’ needs
and meets all necessary environmental and legislative requirements.

3.3.10.2 Update planning for removal of equipment from service


When a Product reaches the end of its life it is the start of an extended activity that will lead to
the main equipment, associated support equipment, special to type maintenance tools, unique
spares and technical documentation being made surplus to requirements. There are also likely
to be implications for training and facilities.
The LSA activities will be revisited once a Product or a Product component has been identified
for removal from service to :

− Ensure design changes and modifications are reduced to the minimum required to satisfy
safety and legislative requirements
− Review the maintenance strategy and reduce future maintenance requirements to ensure
minimum support to satisfy remaining training and operational requirements
− Assess whether the Product or Product components, including that in storage, can be
subject to spares recovery. This activity must be closely linked to obsolescence
management activities.
− Assess the requirement for demilitarization/declassification tasks for the Product or Product
components prior to disposal

3.3.11 Product defect and warranty management


Virtually all Products, together with their support systems, will be delivered into an environment
where a legal framework will be in operation that gives purchasers of goods or services a
measure of redress if they are determined not fit for purpose in some way. There is usually a
time limitation on the purchasers’ right to seek redress for shortcomings and this is termed the
warranty period.
The manufacture of equipment normally stipulates conditions on how a complex Product is be
used and maintained if the warranty is to be redeemable. The warranty requirements often
require:

− Transport of the Product or Product components to and from the originator in defined
packaging
− Maintenance of the Product or Product components according to a schedule determined by
the supplier
− The use of consumables and spare parts that are specified by the supplier
The configuration management system during the in-service phase will need to identify items
subject to warranty and the support solution for the items developed with the warranty
constraints will need to be given for consideration in the support solution design process.
Under some circumstances the requirements to maintain rights to warranty benefits can be
traded out to enable the development and operation of a more efficient support solution from the
initial usage of the Product.
Revisiting the initial maintenance schedule for the Product or Product components and the
corresponding spares\consumables procurement strategy can be required once a Product or
Product components are outside its warranty period if the benefits of alternative suppliers and a
less rigorous maintenance schedule can be achieved.

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Chapter 17

Disposal

Table of contents Page


Disposal. ........................................................................................................................................ 1
References ..................................................................................................................................... 2
1 General ............................................................................................................................ 3
1.1 Introduction ...................................................................................................................... 3
1.2 Purpose ........................................................................................................................... 3
1.3 Scope ............................................................................................................................... 3
2 Disposal tasks during Product life cycle phases ............................................................. 4
2.1 Concept definition phase ................................................................................................. 4
2.2 Development phase ......................................................................................................... 5
2.3 In-service phase .............................................................................................................. 5
2.4 Disposal phase ................................................................................................................ 6
3 Disposal analysis ............................................................................................................. 6
3.1 Disposal analysis activities .............................................................................................. 7
3.1.1 Define a disposal strategy ............................................................................................... 7
3.1.2 Integration of disposal requirements in design ................................................................ 7
3.1.3 Disposal method analysis ................................................................................................ 8
3.1.4 Hazards ........................................................................................................................... 8
3.1.5 Configuration management ............................................................................................. 8
3.1.6 Monitor and control of sub-suppliers ............................................................................... 9
3.1.7 Task Input ........................................................................................................................ 9
3.1.8 Task output .................................................................................................................... 10
3.2 Disposal operation task identification ............................................................................ 10
3.2.1 Disposal process breakdown analysis .......................................................................... 10
3.2.2 Task identification .......................................................................................................... 10
3.2.3 Disposal hazard analysis ............................................................................................... 11
3.2.4 Task input ...................................................................................................................... 12
3.2.5 Task output .................................................................................................................... 12
3.3 Level of disposal analysis .............................................................................................. 12
3.4 Disposal task analysis ................................................................................................... 12
3.4.1 Task description............................................................................................................. 12
3.4.2 Task input ...................................................................................................................... 12
3.4.3 Task output .................................................................................................................... 13
4 Product disposal file ...................................................................................................... 13
4.1 Product disposal file content.......................................................................................... 14
4.2 Product disposal file compilation process ..................................................................... 14
4.3 Product disposal file data elements ............................................................................... 16
5 List of regulations........................................................................................................... 20
5.1 European Union directives ............................................................................................ 20
5.2 Transportation regulations ............................................................................................. 20
5.3 Support equipment and ground equipment ................................................................... 20
5.4 Navy equipment ............................................................................................................. 21
5.5 Air equipment................................................................................................................. 21
5.6 Ammunition .................................................................................................................... 21
5.7 Nuclear waste ................................................................................................................ 21

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List of tables
1 References ...................................................................................................................... 2
2 Residual product .............................................................................................................. 8
3 Risk score example ....................................................................................................... 11
4 Proposed PDF data elements ....................................................................................... 16
5 Environment aspect codes ............................................................................................ 18
6 Websites for additional information concerning disposal of nuclear waste ................... 22

List of figures
1 LSA aspects of disposal analysis process ...................................................................... 6
2 Disposal analysis activities .............................................................................................. 7
3 PDF compilation process ............................................................................................... 15
4 Example of a PDF (for a given subsystem of a Product) .............................................. 19

References
Table 1 References
Chap No./Document No. Title

Chap 19 Data model


Chap 22 Data element list
European Community Directive 2000/53/EC Directive on End of Life Vehicle (ELV)
European Community Directive 2002/95/EC Restriction of (the use of certain) Hazardous Substances
(RoHS)
European Community Directive 2002/96/EC Waste from Electrical and Electronic Equipment (WEEE)
European Community Directive 2006/121/EC Registration, Evaluation and Authorization of Chemicals
(REACh)
European Union Directive 67/548/EEC Directive on the approximation of laws, regulations and
administrative provisions relating to the classification,
packaging and labeling of dangerous substances
IAEA RS-G-1.8 Environmental and Source Monitoring for Purposes of
Radiation Protection Safety Guide
IAEA WS-G-2.7 Management of Waste from the Use of Radioactive
Material in Medicine, Industry, Agriculture, Research and
Education Safety Guide
IAEA INFCIRC/386 Code of Practice on the International Transboundary
Movement of Radioactive Waste
NI 528 Green passport (Bureau Veritas)
OECD/NEA SSR-5 Disposal of Radioactive Waste (2011)
Resolution A.962(23) International Maritime Organization (IMO) Guidelines on
Ship Recycling

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Chap No./Document No. Title

Resolution A.980(24) Amendments to the IMO Guidelines on Ship Recycling


(Resolution A.962(23))
STANAG 4518 Edition 1 (2001) Ammunitions disposal

1 General
1.1 Introduction
Disposal is both a business process and the name of a phase in a Product life cycle. This
chapter describes the disposal business process.
Regarding disposal, it is no longer acceptable to dump worn out equipment into the sea or
anywhere else that can allow it to cause harm to human health or the environment. Disposal
needs to be performed in a controlled manner that does not impact human health and does not
cause the contamination of land, water or air.
In an S3000L implementation it is considered that:

− disposal is an event that occurs only once during a Product life cycle. Once disposed, the
Product no longer exists.
− the probability that disposal will actually occur is 100%, at some point and in some manner
This leads to the conclusion that disposal requirements must be implemented into the design
from the very beginning of a development program. The general disposal principles to be
applied are:

− to have as much material as possible recycled


− to minimize landfill waste resulting from the Product’s lifecycle
Therefore, disposal must be considered as one of the major business processes to be
implemented within the framework of an ILS/LSA program development strategy.
To dispose of a Product means to phase it out at the end of the Product's service life. Typically
the disposal of Products happens during the last phase of their life cycle, however, disposal
must be considered from the very early phases of every project that acquires a Product.

1.2 Purpose
This chapter provides guidance for developing a disposal process applicable for a Product
(existing or under development), that can be demonstrated to be safe, efficient, environmentally
acceptable and cost effective.
It also provides guidance to analyze required operations and disposal tasks for the Product to:

− Identify logistic support resource requirements for each task


− Identify new or critical logistic support resource requirements
− Identify transportability requirements
− Identify support requirements that exceed established goals, thresholds, or constraints
− Provide data to support participation in the development of design alternatives to reduce
disposal costs and optimize logistic support resource requirements
− Provide guidelines on what must be done during each project phase and how to properly
measure the effort
− Provide source data for the preparation of required ILS documents (eg disposal
instructions, training program, manpower and personnel lists)

1.3 Scope
Disposal activity must consider the following issues:

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− Destruction/neutralization of toxic substances such as carcinogenic, mutagenic or


reprotoxic that harm humans or the environment for short or long periods of time (eg
chemicals, radioactive substances)
− Allow a sustainable development by recycling materials (eg reuse of assemblies, raw
material) or converting them into energy (eg burning with toxic gas processing)
− Demilitarization of defense Products to avoid weapons proliferation and use by terrorist
groups
This applies to:
− the Product disposal at end of the service life
− the waste generated throughout the Product operation life cycle including, but not limited to:
• Ozone depleting substances (CFC, HCFC, halon)
• Global warming effect (sustainable development)
• Health care waste and sanitary waste
• Stores (eg paints, solvents)
• Ballast water and sediments
• Anti-fouling paints (eg biocides)
• Oily bilge water (sludge)
• Wastewater (black and grey water)
• Galley food waste
• Solid waste (eg glass, paper, plastics)
• Exhaust emissions (eg NOx, SOx, COx)
• Spares and consumables (eg batteries, nuclear sources, oils)
− All of the resources deployed and used to operate and support the Product (eg
infrastructures, facilities, support equipment)
The disposal process impacts the following project phases:

− In-service phase
• Take the necessary provisions to design safe operation and support tasks against
dangerous substances contained in the Product
• Disposal process of consumables and items removed as a result of performance of
operation and support tasks (health and environment impact limitation)
This information must be available in the LSA database (as operation and support tasks)
and in the Product’s technical publications.

− Disposal phase
• Dismantling a disassembling
• Demilitarization
• Dispose of Products (eg energetic recovery, material recovery, re-use, landfill waste)
This information is available in Product Breakdown Structure (PBS) and Product Disposal
File (PDF).

2 Disposal tasks during Product life cycle phases


2.1 Concept definition phase
A Product disposal strategy is created along with a concept of operation and a support policy.
This strategy must make provisions to appropriately address the following:

− Sustainable design to limit the use of scarce resources, and the environmental impact of
Product disposal
− Identification of health and environmental regulations that are applicable (refer to Para 5)

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− Continuous survey (regulation watch) of list of black (see REACh regulation, appendix 17)
and grey (see REACh regulation, appendix 14) substances that will be respectively
forbidden and limited in use and quantity
− Definition of the method for recording and tracking the dangerous substances, applicable in
house and flowed down to suppliers
− Estimate of the Rough Order of Magnitude of Product disposal cost

2.2 Development phase


The disposal activity during development phase is twofold:

− Design the disposal


This includes all plans made during the Product design in a sustainable development
approach, such as limiting the use of scarce resources, reducing the environmental impact
of Product disposal (eg no toxic substances, identification of materials for easy recycling).

For this, a PDF is compiled (refer to Para 4).

Carcinogenic, mutagenic or reprotoxic substances used in the Product design are recorded
in the Product breakdown as part of Product data and configuration management. Chemical
substances are identified by their Chemical Abstract Substance (CAS) code (or equivalent),
according to the REACh European regulation requirements.

As the Product design matures, the PDF information is updated.


− Dispose of the design
This includes all plans made during development to further prepare for Product disposal
phase. It includes the following:
• Perform a Product dismantling task analysis, where tasks required to dispose of the
Product are identified and characterized (eg tasks duration, required resources).
This work can be considered as an extension of the Maintenance Task Analysis
(MTA), using the same structured approach.
• Assess the impact of disposal on Product logistic support elements such as additional
support equipment required to perform the Product disposal, describe the disposal
tasks in the technical publications, perform training courses to teach operators how to
dispose of the Product (including health and safety cautions)
• Estimate the cost of the Product disposal. This work can be a part of the Product global
Life Cycle Cost (LCC) analysis work, using the same structured approach.

2.3 In-service phase


During this phase:
− the PDF is updated to take into account the following:
• Design changes in the Product during its phase of operation and support
• Evolution of applicable regulations (eg new banned substances, strengthening of
health and safety)
− resources required for Product disposal are produced and delivered
− disposal demonstration can be performed on Product prototypes to validate:
• Relevancy and completeness of information compiled in the PDF.
• Dismantling and disposal operations (eg people skills, technical publications contents,
support equipment adequacy)
Equipment to be replaced (eg batteries, oils) according to the maintenance plan must be
disposed of in compliance to disposal requirements identified in the disposal analysis performed
during the previous Product life cycle phases.

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2.4 Disposal phase


During this phase:
− The disposal strategy defined during the concept definition phase is implemented to
dispose of the Product (eg dismantling, recycling, energetic valorization)
− The disposal operations are facilitated due to:
• A Product design that is disposal oriented (design the disposal)
• An available set of resources developed in order to perform the Product disposal
(disposal of the design)
− Lessons learned are collected (eg cost, best practice, things to avoid) to be fed back to
other projects

3 Disposal analysis
The LSA activities logic to determine the disposal process, disposal tasks, and support
resources required, starts with the disposal analysis that needs to be tailored to the project
(refer to Fig 1).
This analysis applies to both:

− Product components to be disposed of all along the Product life cycle, as a result of the
Product maintenance plan implementation
− The entire Product, at the end of its operational life

Stakeholder
requirements

ISO/IEC 15288
Processes outside of LSA
design objectives
Recommended
Material safety

requirements
data sheets

Disposal

Disposal
criterias

PBS

LSA
sub processes Disposal analysis

Disposal operations task identification

Level of disposal analysis


(disposal concept)

Disposal task and support resources analysis

ICN-B6865-S3000L0089-001-01
Fig 1 LSA aspects of disposal analysis process

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3.1 Disposal analysis activities


The LSA activities to be considered and tailored for the disposal at the end of a Product’s life
are summarized in an activities logic of the disposal analysis, as shown in Fig 2:

Integration of Sub-
Define a Disposal
disposal Configuration contractor
disposal method
requirements into management monitoring
strategy analysis
the design and control

ICN-B6865-S3000L0090-001-01
Fig 2 Disposal analysis activities

3.1.1 Define a disposal strategy


Define the disposal criteria for each item in the PBS and establish a design solution.

3.1.2 Integration of disposal requirements in design


Upon the development of a new Product, the disposal requirements must be balanced against
those for performance, reliability, safety and life cycle cost.
The design principles must be a guide for design work and design considerations. Materials
used in the design of the Product and its packaging must be selected to meet planned service
life requirements.

3.1.2.1 Recommended materials


Materials to be used in the design of the Product and its packaging shall be selected to
minimize:

− hazards to personnel or property during preparation for disposal


− hazards to personnel, property or the environment as a result of the processes used in
disposal
− residual hazards from the materials which must be handled during disposal process
All materials must be fully specified, along with their associated hazards, in their primary state
and during the stages of the disposal process. Material identification and marking processes
must be defined. This information must be recorded in the PDF (refer to Para 4).

3.1.2.2 Accessibility and extraction of components and hazardous materials


Provide design recommendations with requirements for a minimum of non-standard processes,
tools and technical expertise for access and extraction, and identify any non-standard
processes or tools needed for access to components and hazardous materials, as well as any
hazards associated with such processes.

3.1.2.3 Select components and materials to facilitate safe recovery and recycling
Identify the components and the base materials likely to be recovered from the Product and
their potential for recycling. The assessment must consider the possibility of degradation and
contamination of components and materials during their service life to ensure that recovery
and/or recycling is viable.

3.1.2.4 Complete material list


List all materials used in the Product in a supplier material list and make it available to all
personnel it may concern in the project. As a minimum, the list includes, but not limited to:

− Components
− Materials
− Compatibility aspects
− Residual products used by the Product

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− Residual products at planned disposal


− Impact on the environment at planned disposal
− Applicable health and environmental regulations

3.1.3 Disposal method analysis


Disposal method analysis includes:
1 Identify potential alternative applications (re-use) for the Product and its components,
including software. Demonstrate that they are technically achievable, environmentally
acceptable and economically viable.
2 Identify components and material that must be recycled
3 Identify components and material that must be recovered
4 Identify components and material that will be land waste
5 For each alternative above, define the residual products. Refer to Table 2.
6 Document the results in a disposal PBS
7 Disposal of sensitive information
When Products to be disposed of contain proprietary, confidential or classified software and
data, the dismantling procedure includes:
7.1 The transfer of the necessary historical information to a media or other storage device
for proper preservation or historical archiving,
7.2 The destruction of the data/software media or the erasure of the sensitive, proprietary,
and classified information and software in an adequate manner so as to ensure that
such information/software cannot be recovered by third parties, in accordance with the
proper security regulations.

Table 2 Residual product


Residual Re-useable/ Combustible [g] Waste [g] Accumulated
products recyclable [g] weight [g]

Sum 20 2000 3000 5020

3.1.4 Hazards
Identify all hazards associated with the design and in particular:

− Provide an estimate of the likely levels of noise, flash, and toxic or corrosive fumes
produced upon operation/firing/launching
− Identify any disposal activity hazards associated with the Product design that requires
additional safety arrangements other that the existing disposal resources
− Identify any residual hazards from the disposal of the Product that requires additional safety
arrangement other than the existing disposal resources
− Consider possible means of fail safe
− Identify any features that can pose an unusual hazard to Explosive Ordnance Disposal
operatives, for example, anti-tampering/interference fuses or energetic materials with
particularly high levels of sensitivity. This assessment must consider the effects of aging on
the Product.

3.1.5 Configuration management


For any component/design change, assess its impact on the:

− Product life extension

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− reduction of health and environment hazards


and demonstrate that such changes are both technically achievable and economically viable.

3.1.6 Monitor and control of sub-suppliers


Product elements obtained from suppliers must meet the disposal requirements. This effort
applies to equipment obtained from any supplier, regardless of tier. Review all sub-supplier
contracts and perform evaluations of their disposal procedures.
If Government Furnished Equipment is used, it is treated as ordinary sub-supplier items. The
same requirements shall be applied as for those suppliers.
During the subsequent phases of the development program, sub-supplier specifications shall
incorporate aspects such as:

− Disposal requirements
− Design constraints and requirements
− Material Safety Data Sheets (MSDS)

3.1.7 Task Input


The inputs for the identification of the disposal analysis activities are:

− Disposal strategy
− Disposal requirements
− Disposal criteria
− Product Breakdown Structure (PBS)
− MSDS detailing:
• The Product name used on the label, and chemical and common names of ingredients
which have been determined to be health hazards, and which comprise 1% or greater
of the composition, except carcinogens shall be listed if the concentrations are 0.1% or
greater
• The chemical and common names of all ingredients which have been determined to
present a physical hazard when present in the mixture
• Relevant physical and chemical characteristics of the hazardous chemical (such as
vapor pressure, flash point)
• Relevant physical hazards, including the potential for fire, explosion, and reactivity.
• Relevant health hazards, including signs and symptoms of exposure, and any medical
conditions generally recognized as being aggravated by exposure to the chemical
• The primary routes of entry into the body
• The Occupational Safety and Health Administration permissible exposure limit and
American Conference of Industrial Hygienists threshold limit value. Additional
applicable exposure limits may be listed.
• Whether the hazardous chemical is listed in the National Toxicology Program Annual
Report on Carcinogens (latest edition) or has been found to be a potential carcinogen
in the International Agency for Research on Cancer Monographs (latest editions), or by
Occupational Safety and Health Administration
• Precautions for safe handling and use, including appropriate hygienic practices,
protective measures during repair and maintenance of contaminated equipment, and
procedures for clean-up of spills and leaks
• Appropriate control measures, such as engineering controls, work practices, or
personal protective equipment
• Emergency and first aid procedures
• The date of preparation of the MSDS or the last change to it
• The name, address and telephone number of the chemical manufacturer, importer,
employer or other responsible party preparing or distributing the MSDS, who can

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provide additional information on the hazardous chemical and appropriate emergency


procedures, if necessary

3.1.8 Task output


The outputs for the identification of the disposal analysis activities are:

− Scope of the disposal business process to be applied.


− A disposal PBS list, detailing which items can go for re-use, recycling, recovery or landfill
waste.
3.2 Disposal operation task identification
3.2.1 Disposal process breakdown analysis
Define a representative set of activity sequences to identify all required services that correspond
to anticipated disposal process of a Product and environments.
The task shall list the method recommended for disposal of the Product items. Disposal involves
two aspects:

− Dismantling the Product


− Disposal of materials and contaminated items, including contaminated solvents
A breakdown of the recommended process must be updated as details of the design become
available.
This requires the use of the following data elements:

− a disposal task identifier


− disposal recovery codes for the Source Maintenance & Recoverability (SMR) code, coding
for the method by which the Product is intended to be disposed of (eg recycled, energy
recovered, landfill waste)

3.2.2 Task identification


Identify and document the operations/tasks that must be performed for disposal of the Product
and its components. These tasks must be identified to a level commensurate with design,
including disassembly diagrams, step-by-step procedures, safety precautions and component
and material tables, taking into account possible changes due to aging, and final destination of
all Product components. Any special tools and equipment required and any limitations on
locations must be identified.
A task inventory must be prepared for the Product and its components. This task inventory must
identify all tasks that operators, maintainers, or support personnel must perform with regard to
disposal of the equipment/components (hardware and software) based on the disposal process
breakdown analysis, and scenarios/conditions. Tasks must be identified to a level of detail
commensurate with design and the disposal scenario development. The task inventory must be
organized in terms of a task classification which defines scenario/conditions, function, job and
duty, task and subtasks and task resources. The task inventory must be composed of task
descriptions, each of which consists of:

− An action verb which identifies what is to be accomplished in the task


− An object which identifies what is to be acted upon in the task
Task descriptions must be clear and concise. Hazardous materials, generation of waste,
release of air and water pollutants and environmental impacts associated with each task must
be identified. Where the same task appears in the duty of more than one job, and is therefore
identified in a collective task for training purposes, it will be identified as such within the task
inventory. All verbs must be unambiguously defined within the task classification.

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3.2.3 Disposal hazard analysis


The hazard analysis of the chosen disposal process must identify the hazards related to the
process and its products, and must quantify the associated risks. The results of the analysis can
be presented using a matrix (refer to Table 3), where the risk scores are:

− 2 = Serious
− 1 = Moderate
− 0 = Harmless

Table 3 Risk score example


Risks Type of risk Weight Hazards from planned disposal process Total
(Risk x Weight)

2 Safety 3 Detonation of warhead at dismantling of 6


missile
1 Health 3 Toxic gases produced at burning of launch 3
rocket motor propellant
1 Environmental 2 Environmentally polluting gases produced 2
at burning of launch rocket motor
propellant.

The hazard analyses of the Product must include a description of the Product with its
configuration. The composition and mass of each material must be listed along with an
aggregate mass of all materials in the item. The hazards associated with each material must be
identified along with any special handling requirements. Both primary hazards and secondary
hazards (those derived from material changes that occur as a result of the processes used in
disposal) must be described in the analyses. All materials to be transported must be
accompanied by safety data sheets.
Risks to be listed and considered are, for example:

− Explosive hazards
Risks associated with explosive materials in the Product

− Fire hazards
All flammable and oxidizing materials

− Caustic hazards
All caustic materials

− Ingestion, absorption, inhalation and adsorption


All materials that have a physiological effect on personnel or may damage property. The list
must indicate the physical form of the material, the means of attack and the protection
required.

− Trauma inducing
All non-explosive energy stores such as batteries, electrical and electromagnetic generating
devices, capacitors, sources of static charge, springs under tension or compression, and
any material that can transfer energy upon release, sufficient to cause trauma. The list must
indicate likely energy output, likely effect and the protection required.

− Environmental hazard
Any potential environmental hazard not already covered. These must include potential
damage to the atmosphere, soil and groundwater.

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3.2.4 Task input


The inputs for a disposal operation task identification analysis are:

− Delivery identification of any data item required


− Identification of equipment hardware, software and firmware on which this task will be
performed and the indenture levels to which this analysis will be carried
− Identification of the levels for disposal of hardware, software and firmware which will be
analyzed during performance of this task to identify operations and tasks
− Any documentation requirements over and above the LSA database, such as functional
flow diagrams or drawings
− Description of Product concepts under consideration
− Disposal method (disposal PBS)

3.2.5 Task output


The outputs for the disposal operation task identification are:

− A task inventory documented in the LSA database, or equivalent format approved by the
project, identifying disposal operational tasks requirements, to include task descriptions on
Product hardware software and firmware and to the indenture levels specified by the project
− Identification of any hazard risks involved in satisfying the disposal operational tasks
requirements

3.3 Level of disposal analysis


The level of disposal will be driven by the hazardous substances location in the Product
breakdown. The Product must be dismantled and disassembled to a level that can be disposed
of using the same disposal method as defined in Para 4.

3.4 Disposal task analysis


3.4.1 Task description
The detailed disposal task analysis based on the principles of MTA contains:

− Conduct a detailed analysis of each operation, maintenance and support task contained in
the task inventory and determine the following:
• Logistic support resources required (considering all ILS elements) to perform the task
• Elapsed time and man-hours of the Product intended disposal facility/environment
• Maintenance level assignment based on the established support plan
• Environmental impact of the tasks, including use of hazardous materials, generation of
hazardous waste and its disposal, and the release of air and water pollutants
− Identify new or critical logistic support resources required to perform each task, and the
hazardous materials, hazardous waste and environmental impact requirements associated
with those resources. New resources are those which require development in order to
disassemble the new Product. These can include support and test equipment, facilities,
new or special transportation products, new computer resources, and new test or
inspection techniques. Critical resources are those which are not new but require special
management attention due to schedule constraints, cost implications, or known scarcities.
Unless otherwise required, document new and modified logistic support resources in the
LSA database, or with equivalent documentation approved by the project, in order to
provide a description and justification for the resource requirement.
− Conduct a transportability analysis on the Product and any sections thereof when
disassembling is required for transport
− Document the results in the LSA database, or by an equivalent format approved by the
project

3.4.2 Task input


The inputs for a disposal task analysis are:

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− Identification of Product hardware and software on which this analysis will be performed
− Identification of indenture levels to which this analysis will be performed
− Identification of the levels of disposal operations that will be documented during
performance of this task
− Known or projected logistic support resource shortages
− Any supplemental documentation requirements over and above the LSA database (eg
transportability clearance diagrams)
− Delivery identification of any data item required
− Information available from the project relative to:
• Existing and planned personnel skills, capabilities, and program of instruction
• Lists of standard support and test equipment
• Facilities available
• Training devices available
• Existing transportation products and capabilities
− Description of personnel capabilities (target audience) intended for disposal of the Product
at each level of disposal
− Operations and disposal task requirements from task (disposal operations task
identification)
− Recommended disposal plan for the Product from task (level of disposal analysis)
− Supportability and supportability related design goals and requirements

3.4.3 Task output


The outputs of the disposal task analysis are:

− Completed LSA database on Product hardware and software to the indenture level
specified by the project, or equivalent format approved by the project
− Identification of new or critical logistic support resources required to operate and maintain
the new Product
− Alternative design approaches where tasks fail to meet established goals and constraints
for the new Product or where the opportunity exists to reduce disposal costs or optimize
logistic support resource requirements
− Identification of management actions to minimize the risks associated with each new or
critical logistic support resource requirement
− Validation of key information documented in the LSA database
− Output summaries and reports as specified by the project containing all pertinent data
contained in the LSA database at the time of preparation
− An LSA database that is updated as better information becomes available and as
applicable input data from other Product engineering programs is updated

4 Product disposal file


The PDF is intended to compile all data information regarding Product disposal. It must be
updated throughout the Product lifecycle in order to reflect Product changes (configuration
management), maintenance plan evolutions, and health and environmental regulations
modifications.
This file must allow the Product project management to clarify the operational limits of the
authorized substances over a given period, in order to anticipate the research of alternative
solutions which are more suitable in terms of:

− Sustainable development
− Health and safety impact on humans and environment

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4.1 Product disposal file content


Whatever the Product, the PDF may compile information such as, but not limited to the
following:

− Product breakdown and associated functional and physical description


− Related to the Product breakdown (with illustrations wherever possible), identification of
components, products or ingredients (eg containing hydrocarbon, lubricating, paintings)
− For each dangerous substance identified in the Product, list of the risks for people and
environment
− For each type of Product component, according to the type of technology (eg electronic,
mechanic, hydraulic and pyrotechnic) and the contained substances, identify their possible
processing at disposal.
• those immediately reusable on another Product
• those containing high value material (eg gems, precious metals)
− The methods of elimination that will make the difference between potentially harmful
substances and harmless material
− Conditions for disassembly and the destination of the components (eg re-use, recycling,
energetic valorization)
− The procedures of disassembly down to the required level of depth, such that all the
materials (including in particular those harmful or dangerous) can benefit from the
processing and their mode of elimination
− The rules, instructions, measurements or provisions to apply that guarantee safe practices
at a sufficient level
− The collection of all safety data for all the harmful or dangerous materials composing the
entire Product
− The detailed step by step procedures for dismantling and disposal
− A list of proposed organizations certified for proper recycling and elimination of the
dangerous residues, according to the applicable regulation

4.2 Product disposal file compilation process


The PDF compilation process is shown in the flowchart in Fig 3.

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Type of Product

Initialize the PDF


compilation

Disposal data
elements initialization

Product design status

No PDF - Disposal strategy


already - Product description
exists? - Dismantling process

Yes

No Disposal Dangerous substances


data elements already identification and
exists? characterisation

Product design and


configuration file Yes

Yes Product
design
change?

- Disposal strategy
No - Product description
- Dismantling process
Product Disposal File - Disposal information
- Dangerous substances
identification and characterisation
- Product design and configuration

ICN-B6865-S3000L0091-001-01
Fig 3 PDF compilation process

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4.3 Product disposal file data elements


This paragraph presents a proposed list of data elements to be compiled in the PDF. This list is
not restrictive and must be agreed to on a case by case basis (eg within LSA GC), depending
upon the context of each specific project and contract.
Text in italic in the first column of Table 4 refers to potential data element descriptions within a
PDF (refer to Fig 4).
Text in italic in the second column of Table 4 refers to S3000L data elements (if applicable)
which can potentially cover the data requirement from a PDF (refer to Chap 22).

Table 4 Proposed PDF data elements


Header in PDF Meaning
(Meaning in PDF) (corresponding S3000L data element, if available)

Subsystem Identifies the subunit to which the item belongs in the Product.
Assembly identifier breakdownElementIdentifier
Item Name of component according to drawing
Part name partName
Article number Refers to drawing No. for unequivocal identification or (for some
components such as screws and adhesives) other article number.
Part number partIdentifier
Material Denomination Short description of material in component (if known)
Material description substanceDescription
CAT The main substances category:
Material Category substanceUsageCategory
− black (forbidden)
− grey (authorized with limitation)
− green (authorized with no limitation)

CAS Chemical Abstract Substance identification number


Material Code substanceIdentifier
Phrase of Risk Phrases of risk (in accordance with REACh regulation Safety Data
Sheet data)
Type of Risk substanceRiskDescription

MSDS ref. Reference of the associated Material Safety Data Sheet


Document classified as ‘Material Safety Data Sheet, assigned to the
Material Class in the role of ‘Reference’
MSDS Can be referred to as a document with the mean of the UoF
Document in S3000L data model, refer to Chap 19.
Service life Product service life
Service life hardwarePartOperationalAuthorizedLife
Mass (g) Weight of component (in grams)
Mass quantityOfContainedSubstance

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Header in PDF Meaning


(Meaning in PDF) (corresponding S3000L data element, if available)

Reg. Applicable environmental regulations


Regulations Can be referred to as a document with the mean of the UoF
Document in S3000L data model, refer to Chap 19.
SLA No. Serial number of component
Serial Number not applicable
Risk factor (SLA) Judged risk factor (criticality) of component (1 to 4 scale)
Risk Criticality partHazardousClass in relation with substanceRiskFactor
Critical property The most important property for the function of the component
Justification containedSubstanceJustificationDescription
Proceedings in Describes how the component is to be disposed of during the in-
connection with use service phase.
Disposal concept in Documented in the Units of Functionality which cover all the data of a
use maintenance task
Proceedings in Describes how the component is to be disposed of during planned
connection with disposal.
planned disposal
Disposal concept end Documented in the Units of Functionality which cover all the data of a
of life maintenance task
Waste products in States the waste products when the component is disposed of
connection with use according to the procedure during use or after being used.
Waste products in use hardwarePartWasteProductsInUseDisposalDescription
Waste products in States the waste products when the component is disposed of
connection with according to the procedure for planned disposal.
planned disposal
Waste products hardwarePartWasteProductsPlannedDisposalDescription
disposal
Environmental aspects, Classification of environment aspects during use. Refer to codes in
use the "Environment aspect codes", refer to Table 5.
Environmental aspects hardwarePartEnvironmentalAspectInUseClass
in use
Environmental aspects, Classification of environment aspects at end of life. Refer to codes in
planned disposal the "Environment aspect codes", refer to Table 5.
Environmental aspects hardwarePartEnvironmentalAspectPlannedDisposalClass
end of life
Task Dismantling tasks characterization and description, identifying
required resources and associated safety cautions to be taken to
preserve human beings and environment.
Task requirement Documented in the Units of Functionality which cover all the data of a
maintenance task

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Header in PDF Meaning


(Meaning in PDF) (corresponding S3000L data element, if available)

Last updated Date of latest changes SLA respective environmental part


SLA/Environ
Date not applicable

Table 5 Environment aspect codes


Code Meaning

tox Harmful to environment according to note g and h in MBT04072.


(toxic, bioaccumulation and/or difficult to decompose)
acid Acidification
ozon Dangerous for ozone layer
gwp Greenhouse effect
mw Material waste
pos Environmental aspects, positive
ene Energy regaining by burning
mr Material recycling

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Item Article Material C C P MSDS Service Mass R SLA S Critical Proceedings in Waste products in Environmental T Last

Applicable to: All


number denomination A A H ref. life (g) E No. L Property connection with connection with aspects A up-dated
(specification) T S R G A (important for S SLA/
service life Use Planned/ Use Planned/ Use Planned K Environ
R R qualifi-cation) Disposal Disposal Disposal
I I
S S
K K

Outside 4113499 PC 10% glass 58.0 1 4 Mechanical Thrown Burned/ Stable COx /PC mw ene, 040327
tube fibre Black strength recycling gwp/mr

Plug 5229068 PC 10% glass 1.1 2 4 Mechanical Thrown Burned/ Stable COx /PC mw ene, 040327

DMC-S3000L-A-17-00-0000-00A-040A-A_002-00_EN-US
fibre Black strength recycling gwp/mr

Support 4113498 PC 10% glass 26.7 4 4 Mechanical Thrown Burned/ Stable COx /PC mw ene, 040327
Stand fibre Black strength recycling gwp/mr

Slotted 6436317 Stainless 3,0 10 1 Mechanical Thrown Recycling Steel Steel mw mr 030130
screw Steel ISO strength
MCS 1207
M4x25

Connector 2799541 Aluminium EN 5,0 368 2 Mechanical Thrown Recycling Al Al mw mr 030301


cover 1706 strength
AC42000-T6
Chromated
Cr

Fig 4 Example of a PDF (for a given subsystem of a Product)


Adhesive 10363883 Loctite 406 0 3 4 Adhesion Thrown Burned Stable COx, mw ene, 030130
NOx gwp,
acid,
ozon

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5 List of regulations
This list identifies international regulations for health, safety and environmental conditions.
The applicability status of the regulations must be defined on a case by case basis for each
specific project and contract.

5.1 European Union directives


− The European Community Directive (2002/96/EC), Waste from Electrical and Electronic
Equipment (WEEE) valid from 2006, may be used as a guideline stating target values for
Recovery, Recycling and Re-use
− The European Community Directive (2006/121/EC), Registration, Evaluation and
Authorization of Chemicals REACh, concerning the recording, the evaluation and the
authorization of the chemical substances, as well as the restrictions applicable to these
substances, instituting a European agency of the chemicals
− The European Community Directive (2002/95/EC) of the European Parliament and the
Council of January 27, 2003 relating to the limitation of the use of certain dangerous
substances in electric and electronic components

5.2 Transportation regulations


Transportation of Products recommended to be returned for safe disposal, must be approved by
national/state-run Competent Authorities which issues transport certificates stating the
components transportation classification based on the UN recommendation on the transport of
Dangerous Goods ("orange book"). This international recommendation classifies dangerous
goods by type of risk involved, UN classification code, and product category codes, UN
Number.
The UN Number defines the packing group and packing instruction for the Product, maximum
weight of the package and how the package shall be labeled for each mode of conveyance.
Note that the packing itself need to have type approval issued by a Competent Authority.
The recommendations need to be tailored for transportation by road, railway, sea and air.

− Agreement on Dangerous Goods by Road (Europe)


− Regulations Concerning the International Transport of Dangerous Goods by Rail (European
law)
− Dangerous Goods Regulations IATA - international recommendation for air transports
− International Maritime Dangerous Goods (United Nations) for sea transports
The Transport certificates are often national and normally have a period of validity of a
maximum of 10 years. At the time for disposal, new certificates must be applied for at the
Competent Authorities concerned.

5.3 Support equipment and ground equipment


The PDF will be based upon the 2000/53/EC directive from the European Parliament and the
council relating to vehicles out of use.
This directive is valid only for the civil vehicles of a weight lower or equal to 3,5 ton. This
directive will be used as a basis for the development of a future regulation which will include all
the civil and military vehicles. This directive envisages certain measures and incentives so that
the phase of dismantling is taken into account from the start of the design of the Product. It will
particularly be based upon new standards, established according to scientific evolutions. The
principal objective of this directive is the human, animal and environment protection, which will
be done by better Vehicles out of use management, whose base will be the compilation of a
disposal file which will allow providing the adequate solutions for the assumption of the waste
responsibility or the use of less harmful replacement materials to the environment.

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5.4 Navy equipment


The PDF must comply with the "green passport" requirements, whose principles are stated in
the A.962(23) resolution from the International Maritime Organization (IMO) of December 5,
2003, supplemented by the A.980(24) resolutions and especially the A981(24) resolution of
December 1, 2005, which is pressed on international texts into force such as the convention of
Basle about trans-border transfer of waste.
The A.962(23) resolution is applicable to the maritime equipments of which one of the
components is the "green passport", which is an instrument intended to facilitate the operations
of dismantling and recycling of any ship that arrives at the end of its lifetime by the adoption of
good practices all for the length of the life cycle of the ship (respectful of environment on the
level of the dismantling site and making safe for the personnel carrying out this work), the
objective being a progressive reduction of the use of any dangerous materials lasting the
service life of the ship.
In order to have further information on the "green passport", refer to the NI 528 document
published by Bureau Veritas.
The directives are intended to provide to the flag States, port States and re-user States, owners
of ships, manufacturers of ships, suppliers of navy material and recycling installations, several
indications on the "best practices", which take account of the ship recycling process throughout
the ship life cycle.
They take account of certain codes and protocols relating to the environmental protection.
The list of the substances to be tracked is based on the directive 67/548/CEE of the European
Parliament and the council, to which substances suggested by the states will be added
intervening for the drafting of the convention.

5.5 Air equipment


No regulation or guidelines has yet been set up worldwide to dispose of aircrafts at the end of
their service life.

5.6 Ammunition
The PDF will comply with the STANAG 4518 edition 1 (2001) "Ammunitions disposal".
The goal of this NATO standardization agreement is to provide a common base to the NATO
members on the principles and requirements of safety for the design and the evaluation
procedures in order to guarantee the safety of the operations of elimination of ammunitions.

5.7 Nuclear waste


Each state member of the International Atomic Energy Agency (IAEA) has its own standards to
manage nuclear waste.
However, the IAEA released the three following documents (Safety Guides and information
Circular) addressing nuclear wastes safety:

− Environmental and Source Monitoring for Purposes of Radiation Protection (RS-G-1.8)


− Management of Waste from the Use of Radioactive Materials in Medicine, Industry,
Research, Agriculture and Education (WS-G-2.7)
− Code of Practice on the International Transboundary Movement of Radioactive Waste
(INFCIRC/386)
Moreover, the Board of Governors approved a Safety Requirements publication, co-sponsored
by the Organization for Economic Co-operation and Development/Nuclear Energy Agency
(OECD/NEA), on geological disposal (SSR-5).
For further information refer to Table 6 with a list of international websites.

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Table 6 Websites for additional information concerning disposal of nuclear waste


Site address Organization

International
http://www.nea.fr/ Nuclear Energy Agency with 28 member states
http://www.iaea.org/ International Agency Energy Atomic with 144 member states
http://www.unscear.org/ United Nations Scientific Committee on the effects of atomic
radiation

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Chapter 18

Interrelations to other ASD specifications

Table of contents
Interrelations to other ASD specifications ...................................................................................... 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 2
1.1 Introduction ...................................................................................................................... 2
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 2
2 Benefits of using the ASD specifications suite ................................................................ 2
2.1 Conceptual background ................................................................................................... 2
2.2 Integrated concept of operation ....................................................................................... 4
3 Interrelation to S1000D .................................................................................................... 5
3.1 Purpose of S1000D ......................................................................................................... 5
3.2 S3000L/S1000D .............................................................................................................. 5
4 Interrelation to S2000M ................................................................................................... 5
4.1 Purpose of S2000M ......................................................................................................... 5
4.2 S3000L/S2000M .............................................................................................................. 6
5 Interrelation to S4000P .................................................................................................... 6
5.1 Purpose of S4000P ......................................................................................................... 6
5.2 S3000L/S4000P............................................................................................................... 6
6 Interrelation to S5000F .................................................................................................... 7
6.1 Purpose of S5000F .......................................................................................................... 7
6.2 S3000L/S5000F ............................................................................................................... 7
7 Interrelation to SX000i ..................................................................................................... 7
7.1 Purpose of SX000i ........................................................................................................... 7
7.2 S3000L/SX000i ................................................................................................................ 7

List of tables
1 References ...................................................................................................................... 1

List of figures
1 Acquisition logistics main business processes (1) .......................................................... 3
2 Acquisition logistics main business processes (2) .......................................................... 4

References
Table 1 References
Chap No./Document No. Title

Chap 1 Introduction to the specification


Chap 10 Development of a scheduled maintenance program
Chap 20 Data exchange
DEX1A&D Aerospace and Defense Product Breakdown for Support
DEX3A&D Aerospace and Defense Task Set

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Chap No./Document No. Title

S1000D International specification for technical publications using


a common source database
S1003X S1000D and S3000L interface specification
S2000M International specification for material management
S4000P International specification for developing and continuously
improving preventive maintenance
S5000F International specification for operational and maintenance
data feedback
S6000T International specification for training needs analysis
SX000i International guide for the use of the S-Series Integrated
Logistics Support (ILS) specifications
SX001D Dictionary for the S-Series ILS Specifications
SX002D Common data model for the S-Series ILS Specifications

1 General
1.1 Introduction
The S3000L specification should not be considered as a standalone entity. In the environment
of logistics, there are existing ASD specifications which describe the development of technical
documentation (S1000D) and define the materiel management processes and procedures to be
used in support of a Product (S2000M). Also the new specification S4000P concerning
Scheduled Maintenance Analysis (SMA) fits perfectly into the complete specification suite. The
future specifications concerning the handling of in-service data and information (S5000F),
performance of a Training Needs Analysis (S6000T) and a super ordinate specification
concerning the Integrated Logistic Support Management (SX000i) will complete the
specification suite and will cover the most important areas of Product supportability.

1.2 Objective
This chapter provides an overview of how the existing ASD specifications and the S3000L will
be harmonized. It explains where the connecting points are and what benefits can be achieved
by using the S3000L together with the other existing and well proven ASD specifications
S1000D, S2000M and the new specifications S4000P, S5000F and SX000i.

1.3 Scope
This chapter is directed at logistics personnel who organize logistic analysis activities like an
Integrated Logistics Support (ILS) manager or a Logistic Support Analysis (LSA) manager. The
interdisciplinary character of the logistic supportability is also highlighted.

2 Benefits of using the ASD specifications suite


2.1 Conceptual background
The underlying basic concept for the development of a suite of ASD specifications in order to
support the acquisition logistics main business processes was developed in early 1993. Refer to
Fig 1 During an international workshop in Paris, with high-level industrial and government
participation, the major domains of logistic support during an acquisition phase (generally for
newly built systems and major retrofit campaigns) were identified and networked. These
domains provide the framework for future specification development activities with the goal of
covering the complete Product life cycle.

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These domains were:

− Logistic support analysis


− Provisioning
− Order administration
− Technical documentation

OPS data

Provisioning Material
data Order and
data
Design of systems and

In-service operation
LSA data Provi- admini-
support equipment

Equip- sioning stration


ment Logistic
identifi- Support
IP data
cation Analysis subsets
Design (LSA)
data
IETM,
Technical other media
LSA tasks / data docu-
mentation

Design data

ICN-B6865-S3000L0064-003-01
Fig 1 Acquisition logistics main business processes (1)
At the time of the ASD workshop in Paris, the technical documentation domain was already
covered by S1000D and the provisioning and order administration domains were covered by
S2000M.
No ASD specification existed, however, for the LSA at that time. In 2005, the ASD together with
the Aerospace Industries Association of America (AIA) started the development of S3000L,
International procedure specification for Logistics Support Analysis. Details thereof are provided
in Chap 1 and are therefore not repeated here.
In the meantime it was obvious that additional specifications were needed to satisfy the
requirements for the support of the full Product life cycle. The functionality concentrates on:

− Analysis of preventive Product maintenance requirements, covered by S4000P. This


specification was published in May 2014.
− Maintenance and operational data and information feedback, covered by S5000F. This
specification is still under development. A first draft was prepared for ASD internal
commenting in April 2013, and a second draft also for external commenting was published
in June 2014.
− Identification of required training for Product operation and maintenance, covered by
S6000T. In 2014, this initiative was started to cover a further ILS discipline, the personnel
training. S6000T will describe the process of a Training Needs Analysis (TNA).
An umbrella specification SX000i will be the guideline for the complete ILS process. The SX000i
activity started as an ASD/AIA initiative in September 2011 and is under development by a team
of specialists from operators, manufacturers and regulatory authorities.
The future network will comprise a total of seven specifications which will cover the major
support functions of the Product life cycle, refer to Fig 2 (S6000T not included in the figure).
Additional future supplements which describe the data and information exchange processes
(input data specifications, eg S3000X), an overall data dictionary SX001D and a common data

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model SX002D (covering all data elements which are included in at least two different
specifications) will improve and complete the ASD/AIA ILS Specification Suite.

Operational & maintenance data/information feedback and evaluation

Engineering Logistic Material


support (RMT) Support Provisioning and
data Order data
and ILS Analysis admini-
Provi-
support stration
sioning
Design of systems and

IP data

In-service operation
support equipment

subsets

IETM,
other media
Certification Technical
Qualification docu-
mentation
Design data

Other ILS disciplines


Support/test equipment, training, software support, facilities

ICN-B6865-S3000L0065-002-01
Fig 2 Acquisition logistics main business processes (2)
Note
For certification and qualification, also inputs from the ILS disciplines (eg, technical
documentation, materiel support, support/test equipment) can be required.
Note
Fig 2 is focused on the engineering support and ILS activities. However, in-service
feedback can also be given to stakeholders outside of this frame, eg the customer or
certification authorities.

2.2 Integrated concept of operation


The individual ASD specifications should not be considered as stand-alone entities.
In the environment of acquisition logistics they can be used as a coherent set (suite) of
functional specifications with common data definitions and integrated data exchange. This
integrated concept will ensure that all major functionalities of acquisition logistics are efficiently
covered without overlap. The specifications are internationally accepted and are broadly used in
the aerospace and defense business, but are not limited to these areas.
Of all the ASD specifications, S3000L plays a central role. It is the principal tool to:

− design the Products relevant to maintainability, reliability, testability and to optimize Life
Cycle Cost (LCC)
− define all required resources to support the Product in its intended use during in-service
operation
− maintain and update the basic Product support data and the Product maintenance concept
during the entire service life

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3 Interrelation to S1000D
3.1 Purpose of S1000D
S1000D was produced to establish an international specification for production and distribution
of technical documentation and learning content. This specification can be applied to the
documentation of any type of equipment including both military and civil Products.
Note
Since 2007, ASD, AIA and Air Transport Association of America (ATA) have jointly further
developed, maintained and promoted S1000D in the international arena.
Note
The former Air Transport Association of America (ATA) is now represented by the trade
organization Airlines for America (A4A).

3.2 S3000L/S1000D
The maintenance and operational tasks information developed during the LSA process is the
baseline for the data modules to be produced in accordance with S1000D. The LSA data is also
the input for the maintenance planning information.
The maintenance and operational tasks information includes as a minimum:

− Task description
− Preliminary requirements

• Required conditions
• Required resources (personnel, material, support equipment)
• Safety conditions
This data must be used as a direct input to the corresponding procedure in the maintenance
publications. Depending on the publication production environment, some of this data can be
directly included in the procedure. During the update of the procedure, the author can be
notified of any changes.
If a full set of maintenance planning data is developed in the LSA process this data can be
transferred to the maintenance planning data modules.
Note
There is not always a one-to-one relation between a maintenance task originated in the
LSA process and a procedural data module, since tasks can be grouped into one
procedural data module or split into several reusable procedural data modules.
For S3000L, issue 1.0, the details of the data set to be exchanged are given in DEX1A&D and
DEX3A&D and the specification S1003X, Issue 1.0 (S1000D, Issue 4.0 to S3000L, Issue 1.0
interchange specification). For S3000L, issue 1.1, data exchange principles are defined within
Chap 20.
Note
Interchange specifications, which were started by developing S1003X will be re-organized
step by step by developing own data input specifications for each specification within the
ASD/AIA ILS Specification Suite. For S3000L, the interface specification will be S3000X
and will describe the data/information requirements of S3000L from the other ILS
specifications, eg S1000D, S2000M or S4000P. Refer to Para 2.1

4 Interrelation to S2000M
4.1 Purpose of S2000M
S2000M originally defined the materiel management processes and procedures to be used in
support of aircraft and other aerospace airborne and ground equipment supplied to military
customers. S2000M has now been revised to include the business processes and data

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applicable to any military Product. Although the S2000M was designed for military Product
support, it can nevertheless be used for the support of any other complex Product.
The processes described within S2000M cover the interfaces between the contractor and the
customer, which, when based upon contractual agreements, will provide the typical deliverables
of the logistic materiel management:

− Provisioning
− NATO codification (as a special military feature)
− Procurement planning
− Order administration
− Invoicing
− Repair administration

4.2 S3000L/S2000M
During the S3000L LSA process, information will be generated that will determine the range and
depth of the maintenance of the Product, as well as the required material resources during in-
service operation. On the S2000M side, the appropriate functionality for the interface to S3000L
is the provisioning functionality. Provisioning, according to chapter 1 of S2000M, is the process
of selecting support items and spares necessary for the support of all categories of Products.
The compilation of provisioning data for those items identified as relevant for a customer's
maintenance and support concept is the prime objective of that phase.
Provisioning data is compiled according to compilation rules specified in S2000M. These rules
are normally confirmed or modified/specified during a Guidance Conference (GC). The GC
takes place at the start of any project in which the S2000M procedures are required. During the
GC, it will be specified in detail to what extent LSA data is used to support the provisioning
process.
Note
It is recommended that data, which are common between S2000M and S3000L (simple
example: the name of a part/equipment), are harmonized as much as possible. The leading
discipline for technical values (eg a part identifier) must be determined during an ILS
guidance conference.

5 Interrelation to S4000P
5.1 Purpose of S4000P
S4000P provides methodologies to develop preventive maintenance task requirements. This is
the precondition for the determination of scheduled maintenance tasks with intervals which will
be acceptable to operators, manufacturers and regulatory authorities (if applicable). The
scheduled maintenance task and interval details will be developed by coordination with
specialists from operators, manufacturers and the regulatory authority. Specifically, S4000P
outlines the general organization and decision processes for determining preventive
maintenance task requirements initially projected for the life of the Product and the continuous
improving of preventive maintenance during the entire service life of a Product, which is covered
by the In-Service Maintenance Optimization (ISMO) process.

5.2 S3000L/S4000P
LSA and SMA are very closely interconnected. Only the common view on unscheduled
maintenance and scheduled or preventive maintenance respectively gives a complete
impression of maintenance activities. The identification of the requirements for any scheduled
task is the same as for the unscheduled tasks. For that reason, the documentation of the tasks
in the LSA database can be done in almost the same way (only the justifying event differs). Also
the packaging of the scheduled maintenance activities can be supported by the use of the LSA
database. The scheduled tasks for each relevant equipment or subsystem can be documented
in the LSA database as well as in the final relevant inspection and overhaul packages.

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Rules for the documentation of scheduled maintenance packages within an LSA database must
be established and harmonized with the customer during the LSA GC. It is strictly
recommended that the validity of tasks is clarified within the LSA database.
The LSA tasks derived from the original SMA can serve as the documentation of SMA results,
too. It should be possible for an S3000L application to link corresponding SMA documents.
Also, the need for modification of task thresholds or intervals, or even the need for design
changes, can be documented in the LSA as well as the original situation in the SMA tasks.
Refer to Chap 10.

6 Interrelation to S5000F
6.1 Purpose of S5000F
S5000F provides a means for the feedback of in-service data and information collected and
prepared by the operator/customer to industry to support and improve maintenance and
operations of a Product (refer to Fig 2).

6.2 S3000L/S5000F
In-service reality and the maintenance concept/tasks and the Product support requirements
developed by an S3000L LSA process must be continuously compared to ensure the
identification of required revaluation or adaptation. During operation, it becomes evident
whether the predictions of the logistic analysis processes can bear comparison with the reality
of the day-to-day experiences of the system operators. In-service data must be collected
carefully and compared to the existing maintenance situation for permanent optimization of
logistic support.
Specific data elements will be defined during the development of S5000F. At this time only the
information clusters are addressed as they will be covered in S5000F:

− data for the analysis of defects, events and system/component health


− data for usage optimization
− data for integrated fleet management
− data relevant to consumption
− data relevant to engineering record cards
− data to support the management of performance based logistics contracts
− data to support LCC considerations
− data to support Product liability issues

7 Interrelation to SX000i
7.1 Purpose of SX000i
The SX000i activity started as an ASD/AIA initiative in September 2011 and is under
development by a team of specialists from operators, manufacturers and regulatory authorities.
The intention is to define the global ILS process and to identify the interfaces between the
individual specifications of the ASD/AIA ILS Specification Suite. SX000i shall provide guidance
about how to use the set of specifications when carrying out an ILS program.

7.2 S3000L/SX000i
LSA and ILS are related closely. The LSA process as described in this specification is the
central tool to achieve the aim of an integrated development of the ILS products in close relation
to the design of the Product to be supported. The strong interrelation between LSA as a central
technical logistic process and ILS as a superior management process over the entire lifetime of
complex and long living technical Products is described in SX000i.

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Chapter 19

Data model

Table of contents Page


1 General ............................................................................................................................ 5
1.1 Introduction ...................................................................................................................... 5
1.2 Objective .......................................................................................................................... 5
1.3 Scope ............................................................................................................................... 5
1.4 Out of scope .................................................................................................................... 5
2 Overview .......................................................................................................................... 6
2.1 Unified Modeling Language ............................................................................................. 6
2.1.1 UML Class model ............................................................................................................ 6
2.1.2 Special guidance for reading the S3000L data model................................................... 15
2.2 Organization of the data model ..................................................................................... 16
2.3 S-Series Primitives (Data Types) .................................................................................. 17
2.3.1 Overall description ......................................................................................................... 17
2.3.2 Graphical representation ............................................................................................... 18
2.3.3 DateType ....................................................................................................................... 18
2.3.4 IdentifierType ................................................................................................................. 19
2.3.5 DescriptorType .............................................................................................................. 19
2.3.6 ClassificationType.......................................................................................................... 19
2.3.7 PropertyType ................................................................................................................. 20
2.4 Compound attributes ..................................................................................................... 22
2.4.1 Overall description ......................................................................................................... 22
2.4.2 Graphical representation ............................................................................................... 22
2.4.3 SerialNumberRange ...................................................................................................... 22
2.4.4 DatedClassification ........................................................................................................ 22
2.4.5 AuthorizedLife ................................................................................................................ 22
3 Model overview .............................................................................................................. 23
4 Functional areas ............................................................................................................ 23
4.1 UoF Product and Project ............................................................................................... 23
4.1.1 Overall description ......................................................................................................... 23
4.1.2 Graphical representation ............................................................................................... 24
4.1.3 UoF Product and Project - New class and interface definitions .................................... 24
4.2 UoF Product Usage Context.......................................................................................... 29
4.2.1 Overall description ......................................................................................................... 29
4.2.2 Graphical representation ............................................................................................... 30
4.2.3 UoF Product Usage Context - New class and interface definitions ............................... 30
4.2.4 UoF Product Usage Context - Additions to referenced class and interface definitions. 33
4.3 UoF Breakdown Structure ............................................................................................. 34
4.3.1 Overall description ......................................................................................................... 34
4.3.2 Graphical representation ............................................................................................... 35
4.3.3 UoF Breakdown Structure - New class and interface definitions .................................. 35
4.3.4 UoF Breakdown Structure - Additions to referenced class and interface definitions .... 40
4.4 UoF Part Definition ........................................................................................................ 40
4.4.1 Overall description ......................................................................................................... 40
4.4.2 Graphical representation ............................................................................................... 41
4.4.3 UoF Part Definition - New class and interface definitions ............................................. 41
4.5 UoF Breakdown Element Realization ............................................................................ 47
4.5.1 Overall description ......................................................................................................... 47
4.5.2 Graphical representation ............................................................................................... 48
4.5.3 UoF Breakdown Element Realization - New class and interface definitions ................. 48

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4.5.4 UoF Breakdown Element Realization - Additions to referenced class and interface
definitions ....................................................................................................................... 51
4.6 UoF Breakdown Zone Element ..................................................................................... 52
4.6.1 Overall description ......................................................................................................... 52
4.6.2 Graphical representation ............................................................................................... 52
4.6.3 UoF Breakdown Zone Element - New class and interface definitions .......................... 52
4.6.4 UoF Breakdown Zone Element - Additions to referenced class and interface definitions
....................................................................................................................................... 53
4.7 UoF Breakdown Aggregated Element ........................................................................... 54
4.7.1 Overall description ......................................................................................................... 54
4.7.2 Graphical representation ............................................................................................... 54
4.7.3 UoF Breakdown Aggregated Element - New class and interface definitions ................ 54
4.8 UoF Product Design Configuration ................................................................................ 55
4.8.1 Overall description ......................................................................................................... 55
4.8.2 Graphical representation ............................................................................................... 57
4.8.3 UoF Product Design Configuration - New class and interface definitions ..................... 57
4.8.4 UoF Product Design Configuration - Additions to referenced class and interface
definitions ....................................................................................................................... 62
4.9 UoF LSA Candidate ....................................................................................................... 63
4.9.1 Overall description ......................................................................................................... 63
4.9.2 Graphical representation ............................................................................................... 64
4.9.3 UoF LSA Candidate - New class and interface definitions ............................................ 65
4.9.4 UoF LSA Candidate - Additions to referenced class and interface definitions .............. 77
4.10 UoF LSA Candidate Analysis Activity ............................................................................ 77
4.10.1 Overall description ......................................................................................................... 77
4.10.2 Graphical representation ............................................................................................... 78
4.10.3 UoF LSA Candidate Analysis Activity - New class and interface definitions ................. 79
4.10.4 UoF LSA Candidate Analysis Activity - Additions to referenced class and interface
definitions ....................................................................................................................... 87
4.11 UoF LSA FMEA ............................................................................................................. 87
4.11.1 Overall description ......................................................................................................... 87
4.11.2 Graphical representation ............................................................................................... 89
4.11.3 UoF LSA FMEA - New class and interface definitions .................................................. 89
4.11.4 UoF LSA FMEA - Additions to referenced class and interface definitions .................... 96
4.12 UoF Special Events and Damage ................................................................................. 97
4.12.1 Overall description ......................................................................................................... 97
4.12.2 Graphical representation ............................................................................................... 98
4.12.3 UoF Special Events and Damage - New class and interface definitions ...................... 98
4.12.4 UoF Special Events and Damage - Additions to referenced class and interface
definitions ..................................................................................................................... 101
4.13 UoF LSA Candidate Task Requirement ...................................................................... 102
4.13.1 Overall description ....................................................................................................... 102
4.13.2 Graphical representation ............................................................................................. 103
4.13.3 UoF LSA Candidate Task Requirement - New class and interface definitions ........... 103
4.13.4 UoF LSA Candidate Task Requirement - Additions to referenced class and interface
definitions ..................................................................................................................... 106
4.14 UoF Task ..................................................................................................................... 107
4.14.1 Overall description ....................................................................................................... 107
4.14.2 Graphical representation ............................................................................................. 108
4.14.3 UoF Task - New class and interface definitions .......................................................... 108
4.14.4 UoF Task - Additions to referenced class and interface definitions ............................ 119
4.15 UoF Task Resources ................................................................................................... 120
4.15.1 Overall description ....................................................................................................... 120
4.15.2 Graphical representation ............................................................................................. 121
4.15.3 UoF Task Resources - New class and interface definitions ........................................ 122
4.15.4 UoF Task Resources - Additions to referenced class and interface definitions .......... 131
4.16 UoF Task Usage (Part 1) ............................................................................................. 132

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4.16.1 Overall description ....................................................................................................... 132


4.16.2 Graphical representation ............................................................................................. 133
4.16.3 UoF Task Usage (Part 1) - New class and interface definitions .................................. 134
4.16.4 UoF Task Usage (Part 1) - Additions to referenced class and interface definitions .... 144
4.17 UoF Task Usage (Part 2) ............................................................................................. 145
4.17.1 Overall description ....................................................................................................... 145
4.17.2 Graphical representation ............................................................................................. 146
4.17.3 UoF Task Usage (Part 2) - New class and interface definitions .................................. 146
4.17.4 UoF Task Usage (Part 2) - Additions to referenced class and interface definitions .... 146
4.18 UoF Security Classification .......................................................................................... 146
4.18.1 Overall description ....................................................................................................... 146
4.18.2 Graphical representation ............................................................................................. 147
4.18.3 UoF Security Classification - New class and interface definitions ............................... 147
4.18.4 UoF Security Classification - Additions to referenced class and interface definitions . 148
4.19 UoF Organization Assignment..................................................................................... 149
4.19.1 Overall description ....................................................................................................... 149
4.19.2 Graphical representation ............................................................................................. 149
4.19.3 UoF Organization Assignment - New class and interface definitions.......................... 149
4.19.4 UoF Organization Assignment - Additions to referenced class and interface definitions
..................................................................................................................................... 151
4.20 UoF Document............................................................................................................. 154
4.20.1 Overall description ....................................................................................................... 154
4.20.2 Graphical representation ............................................................................................. 154
4.20.3 UoF Document - New class and interface definitions.................................................. 156
4.20.4 UoF Document - Additions to referenced class and interface definitions .................... 162
4.21 UoF Remark ................................................................................................................ 169
4.21.1 Overall description ....................................................................................................... 169
4.21.2 Graphical representation ............................................................................................. 169
4.21.3 UoF Remark - New class and interface definitions ..................................................... 172
4.21.4 UoF Remark - Additions to referenced class and interface definitions ....................... 175
4.22 UoF Applicability Statement ........................................................................................ 184
4.22.1 Overall description ....................................................................................................... 184
4.22.2 Graphical representation ............................................................................................. 185
4.22.3 UoF Applicability Statement - New class and interface definitions ............................. 187
4.22.4 UoF Applicability Statement - Additions to referenced class and interface definitions197

List of tables
1 References ...................................................................................................................... 4
2 Association cardinalities used in S3000L ........................................................................ 9

List of figures
1 Example of a class in UML .............................................................................................. 7
2 Example on relational representation of the Project class .............................................. 7
3 Example of an attribute group in UML ............................................................................. 8
4 Example of an association between classes in UML ...................................................... 9
5 Example on relational representation of the contractContext association .................... 10
6 Example of an association with additional information in UML ..................................... 10
7 Example on relational representation of an association with additional information ..... 10
8 Example of a directed association in UML .................................................................... 11
9 Example of specialization (inheritance) relationships between classes in UML ........... 12
10 Example on relational representation for specializations .............................................. 12

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11 Example of a composition aggregation in UML ............................................................. 13


12 Example on relational representation of the composition aggregation ......................... 14
13 Example of Interface and Realize relationships in UML ................................................ 15
14 Example on relational representation of interface definition ......................................... 15
15 S3000L primitives (data types) - class model ................................................................ 18
16 S3000L Compound Attributes - class model ................................................................. 22
17 S3000L UoF overview ................................................................................................... 23
18 S3000L UoF Product and Project - class model ........................................................... 24
19 S3000L UoF Product Usage Context - class model ...................................................... 30
20 S3000L UoF Breakdown Structure - class model ......................................................... 35
21 S3000L UoF Part Definition- class model ..................................................................... 41
22 S3000L UoF Breakdown Element Realization - class model ........................................ 48
23 S3000L UoF Breakdown Zone Element - class model.................................................. 52
24 S3000L UoF Breakdown Aggregated Element - class model ....................................... 54
25 S3000L UoF Product Design Configuration - class model ............................................ 57
26 S3000L UoF LSA Candidate - class model ................................................................... 64
27 S3000L UoF LSA Candidate Analysis Activity - class model ........................................ 78
28 S3000L UoF LSA FMEA - class model ......................................................................... 89
29 S3000L UoF Special Events and Damage - class model ............................................. 98
30 S3000L UoF LSA Candidate Task Requirement - class model .................................. 103
31 S3000L UoF Task - class model ................................................................................. 108
32 S3000L UoF Task Resources - class model ............................................................... 121
33 S3000L UoF Task Usage (Part 1) - class model ......................................................... 133
34 S3000L UoF Task Usage (Part 2) - class model ......................................................... 146
35 S3000L UoF Security Classification - class model ...................................................... 147
36 S3000L UoF Organization Assignment - class model ................................................. 149
37 S3000L UoF Document - class model ......................................................................... 155
38 S3000L UoF Document - document assignment items ............................................... 156
39 S3000L UoF Remark - class model............................................................................. 170
40 S3000L UoF Remark - remark assignment items ....................................................... 171
41 S3000L UoF Applicability Statement - class model..................................................... 186
42 S3000L UoF Applicability Statement - applicability assignment items ........................ 187

References
Table 1 References
Chap No./Document No. Title

Chap 12 Maintenance task analysis


Chap 20 Data exchange
Chap 22 Data element list
GEIA-STD-0007 Logistics Product Data
ISO 10303:239 PLCS Product Life Cycle Support
http://www.cax- PDM Schema usage guide
if.org/documents/pdmug_release4_3.pdf

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www.oasis-open.org Organization for the Advancement of Structured


Information Standards
www.uml.org Unified Modeling Language
www.plcs-resources.org Product Life Cycle Support website

1 General
1.1 Introduction
This chapter defines a coherent data model for the data that can be exchanged between the
Logistics Support Analysis (LSA) process as defined in S3000L, and related business
processes.
The data model is described using the UML 2.0™ (Unified Modeling Language) class model
diagrams (www.uml.org).
Each attribute defined in the S3000L data model is defined in Chap 22, Data element list.
This data model is an extension of the Data Model and Exchange Working Group (DMEWG)
Common Data Model issue 1.0 and is based upon information model defined in ISO 10303-239
Product Life Cycle Support (PLCS). This simplifies future implementation of PLCS Data
EXchange specifications (DEXs) for actual data exchanges. Refer to Chap 20.
The task related UoFs in S3000L were developed in cooperation with the S1000D Maintenance
Data Task Team (MTDTT) in order to harmonize the S3000L data model with the task related
schemas in S1000D.

1.2 Objective
The objective for this chapter is to define a coherent data model for the data that can be
exchanged between the LSA process, and related business processes.

1.3 Scope
The following areas are within scope of the data model:

− Definition of the LSA program and the products that will be supported
− Support the early phases of the LSA program in terms of selecting the LSA candidate items
and analysis activities that will be performed for each candidate item
− Support the LSA Failure Mode and Effect Analysis (FMEA), Special Events and Damage
Analysis
− Document the results from the Maintenance and Operational Task Analysis (MTA/OTA)
activities

1.4 Out of scope


The data model has been defined to support one LSA program at the time. Any implementation
of the data model in a software package that will support multiple LSA programs, need to define
how data can be reused between LSA programs as part of the software development.
The data model does not provide full support for all the identified candidate item analysis
activities, but focuses on MTA/OTA, LSA FMEA Special Events and Damage Analysis. Results
from other analysis activities, eg, Level Of Repair Analysis (LORA), can be referenced by
summarized descriptions or by explicit document references.
The data model does not cover all data elements needed to support the LSA process, but just
those data elements that will typically be exchanged between a contractor and his
subcontractors, partners and customers.

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2 Overview
2.1 Unified Modeling Language
The Unified Modeling Language™ (UML) is a widely used technique to model not only
application structure, behavior, and architecture, but also business processes and data
structures.
UML consists of a set of different modeling techniques of which this chapter only uses one,
namely the UML class model.
2.1.1 UML Class model
Class models are the most widely used part of UML. Class models defines a static view of
information (classes, attributes and relationships) needed to support the business processes.
This paragraph gives a short overview of the UML constructs used in the S3000L data model, in
the style that is defined in the UML Writing Rules and Style Guide published by the ASD/AIA
DMEWG.
Note
This chapter does not provide a complete description of UML class modeling techniques,
but only those constructs that are relevant for the S3000L data model.
Each UML class model concept is also translated into a relational database example. These
examples are provided for those readers who have an understanding of relational databases,
but no previous knowledge of UML. Translations from UML to relational tables are only to be
regarded as examples on how UML class model concepts can be represented using a relational
database and must not be seen as the only solution for an implementation.

2.1.1.1 Class
The rectangle in a class diagram is called a classifier. The classifier gives the name of the class
together with an enumeration of its attributes.
Note
Class names are written in UpperCamelCase, and attribute names are written in
lowerCamelCase.
2.1.1.1.1 Attribute
Each attribute is presented with its attribute name, classification, data type and cardinality.
The classification of an attribute is shown within double angle brackets (<<…>>) above the
attribute name.
Attributes that are part of the key (primary key) are classified as <<key>> attributes. Attributes
that constitutes the key are always defined first in the attribute list for the Class.
Attributes that defines the characteristics of a given object (class instance) are classified as
<<characteristic>>. Characteristics typically include measurable properties, classifications and
descriptions.
Metadata for a class instance provides information about one or more aspects of the class
instance, such as a means of creation, author, time and date of creation. Metadata attributes
are classified as <<metadata>>.
There are many cases where there is a need to provide additional information
(metadata/characterization) for a given attribute value (eg, date when a classification was done,
or the time when a property value was measured). These attributes are classified as
<<characteristicMetadata>>. Characteristics metadata is always shown directly after the
attribute to which it applies.

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Data type and cardinality for an attribute is shown directly after the attribute name. Data types
used in S3000L are described in detail in Para 2.3. Cardinality for an attribute is defined in the
same way as cardinality for an association as described in Table 2. If an attribute has no explicit
cardinality, it means that the attribute must have one value and one value only.
2.1.1.1.2 Class example
Fig 1 shows an example of the class Project with its two attributes, projectIdentifier and
projectName. Each attribute also shows its classification, data type and cardinality.

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Fig 1 Example of a class in UML
A class can have zero, one or many instances. Example on a project instance is the New
Fighter Aircraft project.
A class in UML can be viewed as a table in a relational database, and an instance of that class
can be seen as a row within that table, Fig 2. The attributes of a class can be seen as the table
columns.

PROJECT
PROJECT_IDENTIFIER PROJECT_NAME
P-123 New Fighter Aircraft

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Fig 2 Example on relational representation of the Project class
Note
The relational table columns that constitutes its primary key is emphasized by underlining
the column names.
A class can also have relationships to other classes in terms of association, composition,
aggregation, generalization/specialization and realization.
2.1.1.1.3 Class attribute groups
A special case for defining attributes for a class is the use of attribute groups, Fig 3. Attribute
groups are typically used when the list of attributes defined for a class gets to extensive, and/or
when there is some logic that is important to make explicit (eg, stakeholders such as ‘Design’ vs
‘Commercial’).
Attribute groups are illustrated using a class rectangle with the header <<attributeGroup>>.
Note that attributes defined in an <<attributeGroup>> must be seen as any other attributes
defined for the class it is associated with, and could have been defined within the parent class.

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Fig 3 Example of an attribute group in UML
2.1.1.1.4 Abstract class
Classes which names are written in italic are defined as abstract classes in the data model. This
means that this class cannot have any instances, but must always be instantiated by one of its
specializations. Refer to Para 2.1.1.5.

2.1.1.2 Association
Associations represent interdependencies between classes. Associations are often viewed as
just another attribute where the attribute is modeled as a connector between the containing
class and the class representing the attribute.
Fig 4 shows that a contract can be associated with zero, one or many instances of project, and
that a project must have at least one associated contract. The cardinality for the respective
association is given at the end of the association.

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Fig 4 Example of an association between classes in UML
Note
One-to-many and many-to-many association relationships are defined using explicit
<<relationship>> classes, instead of just using a simple association directly in between the
related classes. The rationale for this is that many associations typically will have a set of
characteristics that describes the association.

Table 2 Association cardinalities used in S3000L


Association Explanation

1 One (and only one) instance of the associated class must be associated with
each instance of the associating class (a mandatory association)

0..* Zero, one or many instances of the associated class can be associated with
each instance of the associating class (an optional association)

1..* At least one instance of the associated class must be associated with each
instance of the associating class (a mandatory association)

An association (including the <<relationship>> class) in UML can be viewed as a relationship


table in a relational database where the columns in the table represents the primary keys from
the respective associating and associated class. Table rows represent references to the
associated instances, Fig 5.

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CONTRACT_CONTEXT
CONTRACT_IDENTIFIER PROJECT_IDENTIFIER
CCT-2008-011 P-123
CCT-2008-034 P-123

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Fig 5 Example on relational representation of the contractContext association
An example of an association (<<relationship>> class) that contains additional information
(<<characteristics>>) about the association is the ContractRelationship <<relationship>> class.
The ContractRelationship <<relationship>> class has an attribute contractRelationshipType
which determines the type of association that is established between two contracts, Fig 6.

ICN-B6865-S3000L0204-002-00
Fig 6 Example of an association with additional information in UML
Attributes that characterizes a <<relationship>> class can be viewed as additional columns in a
relationship table in a relational database, Fig 7.

CONTRACT_RELATIONSHIP
CONTRACT_ID_1 CONTRACT_ID_2 REL_TYPE
CCT-2008-011 CCT-2008-034 Subcontract

ICN-B6865-S3000L0205-002-00
Fig 7 Example on relational representation of an association with additional information

2.1.1.3 Directed association


A directed association has an open arrowhead at the target end of the association. In a directed
association, two classes are related, but only one class knows that the relationship exists.
An example of a directed association, Fig 8, is the possibility to associate a higher failure mode
effect with a breakdown element that represents eg, the higher level function. However, there is
no requirement for the breakdown element to be able to navigate to any associated higher
failure mode effects.

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Fig 8 Example of a directed association in UML
Note
A directed association in UML can be viewed as a relationship table in a relational
database, in the same way as described for an association.

2.1.1.4 Generalization and specialization


Specialization defines an ‘is-a’ relationship. Specialization is modeled as a solid line connector
with a hollow triangle at the end that points to the parent class (ie, the generalized class).
Specialization is often referred to as inheritance.
The most important aspect of the generalization/specialization relationship is that the child class
gets all the features of the parent class, and can then add features of its own, ie, a child class
inherits all the attributes and relationships defined for its parent class.
Another important aspect of specialization is substitutability. Substitutability means that
wherever a parent class is being used, it can be replaced by a child.
An example of the specialization/generalization association is PartAsDesigned and its
specialization into HardwarePartAsDesigned and SoftwarePartAsDesigned, respectively. Fig 9
shows an example where the PartAsDesigned class has two attributes, partIdentifier and
partName. This means that both HardwarePartAsDesigned and SoftwarePartAsDesigned will
have partIdentifier and partName as attributes, even though they are not explicitly enumerated
in the attribute list for the respective class. The respective class only defines these additional
attributes which are unique for the class.

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Fig 9 Example of specialization (inheritance) relationships between classes in UML
Note
A special characteristic that can be defined for the parent class is that it can be defined as
an ‘abstract’ class. This means that the parent class itself cannot be instantiated, but must
be substituted by any of its child classes. This is denoted in the model by making the class
name (classifier) italic. PartAsDesigned in Fig 9 is defined as an abstract class.
Specialization can be viewed as multiple tables, Fig 10, with the same initial set of columns
(incl. the primary key).

HARDWARE_PART
PART_ID PART_NAME REPAIRABILITY
240-45-656654 Engine Repairable

SOFTWARE_PART
PART_ID PART_NAME SOFTWARE_SIZE_VALUE SOFTWARE_SIZE_UOM
190-23-143244 Map 200 Megabyte

ICN-B6865-S3000L0209-003-00
Fig 10 Example on relational representation for specializations
Note
Both the softwarePartSize value and softwarePartSize Unit of Measure (UoM ) are included
in the PropertyType data type. Refer to Para 2.3.7).

2.1.1.5 Aggregation
Aggregation defines whole and part relationships, ie, it indicates that one class is part of another
class. In an aggregation relationship, the child class instances can outlive its parent class
instance.
Note
An example of an aggregation relationship is car and its wheels, where the car represents
the whole class and the wheels represents parts of the overall car. However, the wheel
class instances can exist independently of the car class instance.

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Note
Aggregation relationship is currently not used in the S3000L data model, but is described
as background information for the composition aggregation defined in the next paragraph.

2.1.1.6 Composition aggregation


Composition aggregation is another form of an aggregation relationship, where the children are
dependent upon the lifecycle for the parent class, ie, the child class instances cannot outlive its
parent class instance.
An example of a composition aggregation, Fig 11, is the possibility to define that a Task
consists of one or many Subtasks (via its TaskRevision).

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Fig 11 Example of a composition aggregation in UML
Composition aggregation can be viewed as two relational tables, Fig 12, where the relational
table that represents the child class has a primary key which constitutes of both the primary key
for the whole (composition) class, plus an additional key that distinguishes instances of the child
class.

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TASK
TASK_ID TASK_REV_ID TASK_NAME
TSK-1112 1 Remove engine

SUBTASK
TASK_ID TASK_REV_ID SUBTASK_ID SUBTASK_ROLE
TSK-1112 1 STSK-1 Start-up
TSK-1112 1 STSK-2 Core

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Fig 12 Example on relational representation of the composition aggregation

2.1.1.7 Interface and the realize relationship


Interface is a way of modeling features that are common for a set of classes.
Any class that realizes (implements) an interface must support the features defined by the
interface. These features include attributes, relationships and behavior.
An example of interface in the S3000L data model is the LSACandidate interface. This interface
is realized by both BreakdownElementRevision and PartAsDesigned. This means that the
attributes and relationships that are defined for the LSACandidate interface must be supported
(implemented) by both PartAsDesigned and BreakdownElementRevision.
Note
Interfaces simplify the data model, eg, a similar relationship between one class and a set of
other classes can be directed towards an interface which in turn is implemented by each
class that can be part of that relationship.
The graphical representation, Fig 13, for the realization connector is almost identical to the
generalization connector, except that the connector is a dashed line instead of a solid line.

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Fig 13 Example of Interface and Realize relationships in UML
Interface definition can be viewed as adding columns to existing relational tables, (Fig 14) as
well as adding relationship tables that will represent the interface associations.

BREAKDOWN_ELEMENT_REVISION
BE_ID BE_NAME LSA_CAND_INDICATOR LSA_CAND_RATIONALE
190-23-143244 Left engine TRUE Subject for replacement

PART
PART_ID PART_NAME LSA_CAND_INDICATOR LSA_CAND_RATIONALE
240-45-656654 Engine TRUE Subject for repair

ICN-B6865-S3000L0259-002-00
Fig 14 Example on relational representation of interface definition
2.1.2 Special guidance for reading the S3000L data model
2.1.2.1 Classes and attributes
Data types used in the S3000L class model are based on basic ISO 10303:239 Product Life
Cycle Support constructs, and OASIS usage guidance on how to implement PLCS. Refer to
Para 2.3,
Each attribute used in the S3000L data model is defined in Chap 22 Data element list.

2.1.2.2 Graphics
Graphical diagrams contain classes that are both filled and not filled (white). A filled class
represents classes that are introduced and defined within the Unit of Functionality (UoF) under
consideration. Classes without any fill (ie, white) are classes that are defined in other UoFs, and
are always presented without any of its attributes.

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2.1.2.3 Textual descriptions


The use of the terms "specific" and "instance of" in the textual descriptions means the same
thing, ie, it refers to a specific instance of a class. For a description of what is meant by an
instance, refer to Para 2.1.1.1.2.

2.2 Organization of the data model


The S3000L data model is organized into a set of UoFs and divides the overall data model for
S3000L into a set of smaller data models. Each UoF defines classes and attributes required to
document a specific aspect of LSA.
Note
The set of UoFs does not follow the chapters of S3000L, but is structured in accordance
with the order by which the data typically is created during the LSA process.
Each UoF contains:

− An overall description of the UoF


− A graphical representation of the class model for the UoF
− Definitions of new classes and interfaces identified within the UoF
− Additions to (extensions of) classes and interfaces defined within other UoFs
Each class defined in the data model has:

− A short description of its intent


− An enumeration of its attributes, including attribute cardinality
• Where no cardinality is given, the attribute is mandatory and must only have one value
• "zero or one", means that the attribute is optional but can only have one value if
populated
• "one or many", means that the attribute is mandatory and that it can have multiple
values
• "zero, one or many", means that the attribute is optional, but it can also have more
than one value
− An enumeration of its associations
• Associations described as "can" means that the association is optional
• Associations described as "must" means that the association is mandatory
− An enumeration of implemented interfaces
• Implemented interfaces mean that the class under consideration must support all the
attributes and associations defined by the interface
− Special recommendations, such as
• Special recommendations regarding the use of the attribute data types
• Special recommendations regarding use of applicability
Note
Definitions for the attributes used in the data model are provided in Chap 22 Data element
list, and are not repeated in this chapter.
Note
Any reference to GEIA-STD-0007 is provided for informational purposes only, based on the
fact that GEIA-STD-0007 (former MIL-STD-1388-2B) is widely known in the LSA
community.
Note
Where no special recommendation is stated for an attribute of type PropertyType, the
default is to use the ValueWithUnitPropertyType class for the representation of its value.

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2.3 S-Series Primitives (Data Types)


2.3.1 Overall description
Data types used in the S3000L, Fig 15, data model are not the same as usually encountered in
data models, eg, integer, real, string. The ASD/AIA DMEWG has defined a set of data types
(primitives) that are closely related to the basic OASIS PLCS templates (www.oasis-open.org).
These OASIS PLCS templates can be seen as small instantiation patterns, which ensure that
each basic data element has an associated set of metadata.
For example, consider part identification (part number). In a traditional data model a part
number would typically be represented as a string value. There is often, for example, no
additional information about the organization that provided the part number.
In the OASIS PLCS template for assigning identifier, the string value representing the part
number must always be defined together with the following additional metadata:

− Information about the type of part number that is being represented (eg, NATO Stock
Number)
− Identification of the organization that determined (“owns”) the part number
− Information on how the organization that owns the part number is identified (eg, NCAGE
code)
The following <<primitives>> have been used throughout the S3000L data model:

− DateType
− IdentifierType
− DescriptorType
− ClassificationType
− PropertyType
Note
The Organization class is also used as a data type in some cases.
Note
There are also some exceptions in the S3000L data model where UML primitives have
been used to define the attribute type for class attributes. UML primitives used are:

• boolean - true or false


• char - a sequence of characters, containing any character
• double - a signed double-precision floating-point number
• int - an element of the infinite set of integers (…, -3, -2, -1, 0, 1, 2, 3, …)

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2.3.2 Graphical representation

ICN-B6865-S3000L0213-003-00
Fig 15 S3000L primitives (data types) - class model

2.3.3 DateType
The DateType <<primitive>> is used to represent calendar dates.
DateType attributes:

− yearComponent
− monthComponent
− dayComponent
Note
All DateType attributes are defined as integers. The rules for how to populate the
respective value are defined in the data elements list.

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Note
The DateType primitive does not include any predefined format, eg, 23/10/08 or 2008-10-
23. Date format is avoided in order to simplify data exchange.

2.3.4 IdentifierType
The IdentifierType <<primitive>> is used to represent any form of identification.
IdentifierType attributes:

− identifier
− identifierClassifier (zero or one)
− identifierSetBy (zero or one)
The identifier attribute contains the identifier string value as such (text string).
The identifierClassifier attribute determines the type of identifier that is provided.
The identifierSetBy identifies the organization that determined (“owns”) the identifier.
Note
The identifierSetBy relates to an Organization as the data type. The Organization class is
defined in UoF Project, and contains an organizationIdentifier (mandatory) and an
organizationName (optional).

2.3.5 DescriptorType
The DescriptorType <<primitive>> is used to represent any form of textual information (free
form).
DescriptorType attributes.

− descriptor
− descriptorLanguage (zero or one)
− descriptorProvidedBy (zero or one)
− descriptorProvidedDate (zero or one)
The descriptor attribute contains text that provides further information about the object under
consideration.
Note
The descriptor attribute must allow for text in an indentured manner.
The descriptorProvidedBy attribute identifies the organization that provided the textual
information. The descriptorProvidedDate identifies the date when the information was provided.
Note
The DescriptorType attributes descriptorLanguage, descriptorProvidedBy and
descriptorProvidedDate enables eg, multiple descriptions to be provided for different
purposes for the same object, and still be distinguished by organization and date.

2.3.6 ClassificationType
The ClassificationType <<primitive>> is used for representing references to terms, which can be
used for classification. The data model assumes that each term used has a definition in an
external dictionary such as the ASD/AIA Dictionary, SX001D. This is also known as a
Reference Data Library (RDL) in OASIS PLCS. For more information on the use of RDL refer to
www.plcs-resources.org.
ClassificationType attributes:

− classifier
The classifier attribute contains the name of the term being used for classification.

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Note
Classifications often appears as value lists (enumerations) in legacy applications.
Note
There is also a compound attribute type defined within S3000L for representing dated
classifications (DatedClassification). This compound attribute type adds the possibility to
define a date for when the classification was done.

2.3.7 PropertyType

2.3.7.1 PropertyType
The PropertyType <<primitive>> is used for representing property values and can also include
additional information on when a property value was recorded and the method by which the
value has been determined (eg, estimated, calculated).
PropertyType attributes:

− valueRecordingDate (zero or one)


− valueDetermination (zero or one)
Note
The PropertyType class is an abstract class, ie, any of its subclasses must be used for the
actual representation of a property value.
PropertyType subclasses:

− NumericalPropertyType (values with unit)


− TextPropertyType (a property value described as a string, eg, "As-required").
Note
Where no explicit recommendations have been made for attributes that are of data type
PropertyType in the S3000L data model, the default is that they use the
SingleValuePropertyType representation, ie, the property value is provided as a value
together with its associated unit of measure.

2.3.7.2 NumericalPropertyType
The NumericalPropertyType <<primitive>> is used for representing numerical property values
together with its associated unit of measure.
PropertyType attributes:

− valueRecordingDate (inherited from the PropertyType <<primitive>>)


− valueDetermination (inherited from the PropertyType <<primitive>>)
− unit
Note
The NumericalPropertyType class is an abstract class, ie, any of its subclasses must be
used for the actual representation of a numerical property value.
PropertyType subclasses:

− SingleValuePropertyType (a property with a value and its UoM)


− ValueWithTolerancesPropertyType (a property with a value, its unit of measure, along with
acceptable upper and lower offset values)
− ValueRangePropertyType (a property with no fixed value, but defined by upper and lower
limits along with a unit of measure)

2.3.7.3 SingleValuePropertyType
The SingleValuePropertyType <<primitive>> is used to represent a value with its unit of
measure.

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The SingleValuePropertyType <<primitive>> is a specialization of the NumericalPropertyType


<<primitive>>.
Note
SingleValuePropertyType is the default representation for all attributes that are of data type
PropertyType.
SingleValuePropertyType attributes:

− valueRecordingDate (inherited from the PropertyType <<primitive>>)


− valueDetermination (inherited from the PropertyType <<primitive>>)
− unit (inherited from the NumericalPropertyType <<primitive>>)
− value

2.3.7.4 ValueWithTolerancesPropertyType
The ValueWithTolerancesPropertyType <<primitive>> is used to represent a value with its unit
of measure, along with acceptable upper and lower offset values.
The ValueWithTolerancesPropertyType <<primitive>> is a specialization of the
NumericalPropertyType <<primitive>>.
ValueWithTolerancesPropertyType attributes:

− valueRecordingDate (inherited from the PropertyType <<primitive>>)


− valueDetermination (inherited from the PropertyType <<primitive>>)
− unit (inherited from the NumericalPropertyType <<primitive>>)
− nominalValue
− lowerOffsetValue
− upperOffsetValue

2.3.7.5 ValueRangePropertyType
The ValueRangePropertyType <<primitive>> is used to represent a property with a value range
in terms of upper and lower limits along with a unit of measure.
The ValueRangePropertyType <<primitive>> is a specialization of the NumericalPropertyType
<<primitive>>.
ValueRangePropertyType attributes:

− valueRecordingDate (inherited from the PropertyType <<primitive>>)


− valueDetermination (inherited from the PropertyType <<primitive>>)
− unit (inherited from the NumericalPropertyType <<primitive>>)
− lowerLimitValue
− upperLimitValue

2.3.7.6 TextProperty
The TextProperty <<primitive>> is used to represent a property value described as a string
value, eg, "As-required".
The TextProperty <<primitive>> is a specialization of the PropertyType <<primitive>>.
TextProperty attributes:

− valueRecordingDate (inherited from the PropertyType <<primitive>>)


− valueDetermination (inherited from the PropertyType <<primitive>>)
− textValue

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2.4 Compound attributes


2.4.1 Overall description
Compound attributes defines often recurring patterns of attributes that are used together.
Compound attributes used in the S3000L data model, Fig 16, are:

− SerialNumberRange
− DatedClassification
− AuthorizedLife

2.4.2 Graphical representation

ICN-B6865-S3000L0269-001-00
Fig 16 S3000L Compound Attributes - class model

2.4.3 SerialNumberRange
The SerialNumberRange <<compoundAttribute>> is used to identify a possibly open-ended
interval of serialized items.
SerialNumberRange attributes:

− lowerBound
− upperBound (zero or one)

2.4.4 DatedClassification
The DatedClassification <<compoundAttribute>> is used to represent classifications where the
date when the classification was done is as important as the classification itself.
DatedClassification attributes:

− class
− classificationDate

2.4.5 AuthorizedLife
The AuthorizedLife <<compoundAttribute>> is used to represent authorized life limits together
with its authorizing organization.
AuthorizedLife attributes:

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− authorizedLife (one or many)


− lifeAuthorizingOrganization (zero or one)
Note
Multiple values for authorizedLife mean ‘whichever is reached first’.
AuthorizedLife special recommendations:

− If an item has different authorized lives depending on eg, operational environments, these
can be represented as a set of values for the authorizedLife attribute and be distinguished
by the assignment of an ApplicabilityStatement to the respective instance of PropertyType
that represents the individual value. Refer to Para 4.22.

3 Model overview
The S3000L data model is organized into a set of UoFs, which splits the overall data model into
a set of smaller data models. The purpose of this is to present small and coherent portions of
the data model, and to gradually give the reader an understanding of the complete data model.
Fig 17 provides an overview of the main UoFs, and how they are interrelated:

ICN-B6865-S3000L0214-003-00
Fig 17 S3000L UoF overview

4 Functional areas
4.1 UoF Product and Project
4.1.1 Overall description
The first data elements defined during LSA are those required for defining the project (often
referred to as the LSA program) and the Product in focus (often referred to as the end item).
A project can be related to one or many contracts, where contracts can be organized into a
chain of associated contracts, eg, subcontracts, Fig 17.

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Each contract is associated with at least one customer and one contractor. Each contract
includes one or many contracted product variants, where a contracted product variant relates to
a specific variant of a generic product.
A contracted product variant can also include information on the quantity of contracted product
variant and/or the serial number range, as known by the customer.

4.1.2 Graphical representation

ICN-B6865-S3000L0215-003-00
Fig 18 S3000L UoF Product and Project - class model
4.1.3 UoF Product and Project - New class and interface definitions
4.1.3.1 Project
The Project class identifies the overall LSA project (often also known as the LSA program).
Project attributes:

− projectIdentifier
− projectName (zero or one)

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Project associations:

− Each instance of Project must be associated with at least one Contract (via the
ContractContext <<relationship>> class)
4.1.3.2 ContractContext
The ContractContext class is a <<relationship>> class which defines the Project context for a
Contract.
ContractContext associations:

− (relating) The Contract that has a related Project context


− (related) The Project that is the context for the relating Contract
Note
There is one instance of ContractContext per relevant combination of Contract and Project.
4.1.3.3 Contract
The Contract class identifies contracts that are relevant for the LSA program under
consideration.
Contract attributes:

− contractIdentifier (one or many)


Contract associations:

− Each Contract can be associated with zero, one or many Projects (via the ContractContext
<<relationship>> class)
− Each Contract can relate to zero, one or many other Contracts (via the ContractRelationship
<<relationship>> class)
− Each Contract can be related to from zero, one or many other Contracts (via the
ContractRelationship <<relationship>> class)
− Each instance of Contract must be associated with at least one contracted ProductVariant
(via the ContractedProductVariant <<relationship>> class)
− Each instance of Contract must have at least one associated Customer (via the
ContractCustomer <<relationship>> class)
− Each instance of Contract must have at least one associated Contractor (via the
ContractContractor <<relationship>> class)

4.1.3.4 ContractRelationship
The ContractRelationship class is a <<relationship>> class, which defines relationships in
between two related Contracts.
Note
An example of a contract relationship is subcontract.
ContractRelationship attributes:

− contractRelationshipType
ContractRelationship associations:

− (relating) The Contract that relates to another Contract


− (related) The Contract that is related to from the relating Contract
Note
There is one instance of ContractRelationship per relevant combination of relating Contract
and related Contract.

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4.1.3.5 Organization
The Organization class identifies organizations that can be referred to from the LSA program.
Organization attributes:

− organizationIdentifier
− organizationName (zero or one)
The Organization class implements the following interfaces, each representing a role that an
organization can play in an LSA program:

− Contractor
− Customer
− User
Each of these interfaces has their own characteristics in addition to the characteristics that are
generic for an Organization.

4.1.3.6 Contractor
The Contractor <<interface>> is implemented by classes that can play the role of a Contractor.
The class that implements the Contractor <<interface>> is:

− Organization
Classes that implement the Contractor <<interface>> must also implement the following
association:

− An optional association with zero, one or many Contracts (via the ContractContractor
<<relationship>> class).

4.1.3.7 ContractContractor
The ContractContractor <<relationship>> class defines relationships in between a Contract and
the Contractor organization.
ContractContext associations:

− (relating) The Contract that has a defined Contractor


− (related) The Organization (via the Contractor <<interface>>) that is the contractor for the
defined Contract
Note
There is one instance of ContractContractor per combination of Contract and Contractor.

4.1.3.8 Customer
The Customer <<interface>> is implemented by classes that can play the role of a Customer.
The class that implements the Customer <<interface>> is:

− Organization
Classes that implement the Customer <<interface>> must also implement the following
associations:

− An optional association with zero, one or many Contracts (via the ContractCustomer
<<relationship>> class)
− An optional association with zero, one or many instances of User (via the
UserCustomerContext <<relationship>> class). This enables specific User organizations to
be defined for a specific Customer.

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4.1.3.9 ContractCustomer
The ContractCustomer <<relationship>> class defines relationships in between a Contract and
the Customer organization.
ContractCustomer associations:

− (relating) The Contract that has a defined Customer


− (related) The Organization (via the Customer <<interface>>) that is the customer of the
defined Contract
Note
There is one instance of ContractCustomer per combination of Contract and Customer.

4.1.3.10 User
The User <<interface>> is implemented by classes that can play the role of a user.
The class that implements the User <<interface>> is:

− Organization
Classes that implement the User <<interface>> must also implement the following associations:

− An optional association with zero, one or many ContractedProductVariants (via the


UserOfContractedProductVariant <<relationship>> class)
− An optional association to an instance of Customer (via the UserCustomerContext
<<relationship>> class), defining the Customer for which the User organization has been
defined

4.1.3.11 UserCustomerContext
The UserCustomerContext <<relationship>> class defines relationships in between a User
organization and the Customer organization for which the User organization has been defined.
UserCustomerContext associations:

− (relating) The Customer organization that has a defined User organization


− (related) The User organization that is defined for a specific Customer
Note
There is one instance of UserCustomerContext per combination of User and Customer
organizations.

4.1.3.12 UserOfContractedProductVariant
The UserOfContractedProductVariant <<relationship>> class defines relationships in between a
ContractedProductVariant and the Organization that is defined as being the User of the
ContractedProductVariant under consideration.
UserOfContractedProductVariant associations:

− (relating) The ContractedProductVariant that has an associated User organization


− (related) The Organization (via the User <<interface>>) that is the user of the defined
ContractedProductVariant
Note
There is one instance of UserOfContractedProductVariant per combination of
ContractedProductVariant and User organization.

4.1.3.13 ContractedProductVariant
The ContractedProductVariant <<relationship>> class defines relationships in between a
Contract and the ProductVariants that has been contracted. A contracted product variant can be
restricted to one or many specific blocks of serialized items (using the

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contractedBlockOfSerializedItems attribute), and/or to one or many specific user organizations


(via the UserOfContractedProductVariant <<relationship>> class).
ContractedProductVariantByQuantity attributes:

− quantityOfContractedProductVariant (zero or one)


− contractedBlockOfSerializedItems (zero, one or many).
ContractedProductVariant associations:

− (relating) The Contract for which the related ProductVariant has been contracted
− (related) The ProductVariant which has been contracted
− An optional association with zero, one or many User organizations (via the
UserOfContractedProductVariant <<relationship>> class)

4.1.3.14 Product
The Product class identifies a family of items sharing the same underlying design purpose. A
Product must have at least one defined product variant.
Note
An example of generic product is F-15.
Product attributes:

− productIdentifier (one or many)


− productName (zero, one or many)
Note
An example of a type of productIdentifier is the GEIA-STD-0007 End Item Acronym Code.
Product associations:

− A Product must have at least one defined ProductVariant

4.1.3.15 ProductVariant
The ProductVariant class identifies a member of a Product family that is configured for a
specific purpose and is offered to customers.
Note
A ProductVariant is also known as a Model in S1000D and S2000M.
Note
Examples of product variants are F-15A and F-15B
ProductVariant attributes:

− productVariantIdentifier (one or many)


− productVariantName (zero, one or many)
Note
An example of a type of productVariantIdentifier is the GEIA-STD-0007 System/End Item
Usable On Code.
ProductVariant associations:

− Each ProductVariant must be of a defined Product


− A ProductVariant can be contracted by one or many Contracts (via the
ContractedProductVariant <<relationship>> class)

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4.2 UoF Product Usage Context


4.2.1 Overall description
The Product Usage Context UoF, Fig 19, defines the conditions under which the contracted
product variant will be operated and maintained. This includes eg, maintenance levels and
operating locations.
Note
MaintenanceLocation, OperatingLocationType and OperatingLocation classes are optional,
and need not be defined within the LSA program.

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4.2.2 Graphical representation

ICN-B6865-S3000L0216-002-00
Fig 19 S3000L UoF Product Usage Context - class model
4.2.3 UoF Product Usage Context - New class and interface definitions
4.2.3.1 Operator
The Operator <<interface>> must be implemented by classes that can be responsible for
operating and maintaining the contracted product variant.
The class that implements the Operator <<interface>> is:

− Organization
Classes that implement the Operator <<interface>> must also implement the following
associations:

− An optional association with zero, one or many instances of OperatingLocationType


− An optional association with zero, one or many instances of OperatingLocation

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− An optional association with zero, one or many instances of MaintenanceLevel (via


instances of the OperatorMaintenanceLevel <<relationship>> class)
− An optional association with zero, one or many instances of MaintenanceLocation (via
instances of the OperatorMaintenanceLocation <<relationship>> class)
Note
Each OperatingLocationType and OperatingLocation is uniquely defined for a specific
Operator.

4.2.3.2 MaintenanceLevel
Maintenance activities can be structured into maintenance levels according to operator
maintenance policy, and organization of maintenance means.
MaintenanceLevel attributes:

− maintenanceLevelIdentifier
− maintenanceLevelName (zero or one)
− maintenanceLevelCapabilityDescription (zero or one)
MaintenanceLevel associations:

− A MaintenanceLevel can be defined for one or many Operators (via the


OperatorMaintenanceLevel <<relationship>> class)
− A MaintenanceLevel can be located together with zero, one or many
OperatingLocationTypes (defined via the MaintenanceCapabilityAtOperatingLocationType
<<relationship>> class)
− Each MaintenanceLevel can be associated with zero, one or many MaintenanceLocations

4.2.3.3 MaintenanceLocation
The MaintenanceLocation class identifies actual locations where maintenance activities will be
carried out.
MaintenanceLocation attributes:

− maintenanceLocationIdentifier
− maintenanceLocationName (zero or one)
− maintenanceLocationDescription (zero or one)
MaintenanceLocation associations:

− A MaintenanceLocation can be defined for one or many Operators (via the


OperatorMaintenanceLocation <<relationship>> class)
− Each MaintenanceLocation can realize the capabilities of one or many defined maintenance
levels.

4.2.3.4 OperatorMaintenanceLevel
The OperatorMaintenanceLevel <<relationship>> class defines relationships in between an
Operator and the MaintenanceLevels which is part of the support solution for the contracted
product variant.
OperatorMaintenanceLevel associations:

− (relating) The Operator that has a defined support solution which includes the related
MaintenanceLevel
− (related) The MaintenanceLevel that is part of the Operators support solution.
Note
There is one instance of OperatorMaintenanceLevel per relevant combination of Operator
and MaintenanceLevel.

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4.2.3.5 OperatorMaintenanceLocation
The OperatorMaintenanceLocation <<relationship>> class defines relationships in between an
Operator and actual MaintenanceLocations which is part of the support solution for the
contracted product variant.
OperatorMaintenanceLocation associations:

− (relating) The Operator that has a defined support solution which includes the related
MaintenanceLocation
− (related) The MaintenanceLocation that is part of the Operators support solution
Note
There is one instance of OperatorMaintenanceLocation per relevant combination of
Operator and MaintenanceLocation.

4.2.3.6 OperatingLocationType
The OperatingLocationType class defines types of locations where the contracted product
variant will be operated.
Note
The OperatingLocationType can be generic, ie, it does not need to define any specific
characteristics, but just enables the recording of the number of contracted product variants
and its operating requirements as defined within the
ContractedProductVariantAtOperatingLocationType <<relationship>> class.
OperatingLocationType attributes:

− operatingLocationTypeIdentifier
− operatingLocationTypeName (zero or one)
− operatingLocationTypeDescription (zero or one)
− numberOfOperatingLocations (zero or one)
OperatingLocationType associations:

− An OperatingLocationType is uniquely defined for a specific Operator


− A defined OperatingLocationType must operate at least one ContractedProductVariant (via
the ContractedProductVariantAtOperatingLocationType <<relationship>> class)
− An OperatingLocationType can be located together with zero, one or many
MaintenanceLevels (via the MaintenanceCapabilityAtOperatingLocationType
<<relationship>> class)
− An OperatingLocationType can be associated with zero, one or many specific
OperatingLocations

4.2.3.7 OperatingLocation
The OperatingLocation class defines the exact location where the contracted product variant will
be operated.
OperatingLocation attributes:

− operatingLocationIdentifier
− operatingLocationName (zero or one)
− operatingLocationDescription (zero or one)
OperatingLocation associations:

− An OperatingLocation is uniquely defined for a specific Operator


− A defined OperatingLocation must operate at least one ContractedProductVariant (via the
ContractedProductVariantAtOperatingLocation <<relationship>> class)
− An OperatingLocation can be of a defined OperatingLocationType

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4.2.3.8 MaintenanceCapabilityAtOperatingLocationType
The MaintenanceCapabilityAtOperatingLocationType <<relationship>> class defines
relationships in between an OperatingLocationType and maintenance capabilities in terms of
MaintenanceLevels that will be available at the operating location type.
MaintenanceCapabilityAtOperatingLocationType associations:

− (relating) The OperatingLocationType that has a defined maintenance capability


(MaintenanceLevel)
− (related) The MaintenanceLevel capability that is available at the relating
OperatingLocationType
Note
There is one instance of MaintenanceCapabilityAtOperatingLocationType per relevant
combination of OperatingLocationType and MaintenanceLevel.

4.2.3.9 ContractedProductVariantAtOperatingLocationType
The ContractedProductVariantAtOperatingLocationType <<relationship>> class adds
information to the association in between a contracted product variant and its operating location
type.
ContractedProductVariantAtOperatingLocationType attributes:

− quantityOfProductVariantAtOperatingLocationType (zero or one)


− operatingRequirementAtOperatingLocationType (zero or one)
ContractedProductVariantAtOperatingLocationType associations:

− (theaterOfOperation) The OperatingLocationType where the relating


ContractedProductVariant will be operated
− (operatedProductVariant) The ContractedProductVariant that will be operated at the defined
OperatingLocationType
Note
There is one instance of ContractedProductVariantAtOperatingLocationType per relevant
combination of ContractedProductVariant and OperatingLocationType.

4.2.3.10 ContractedProductVariantAtOperatingLocation
The ContractedProductVariantAtOperatingLocation <<relationship>> class adds information to
the association in between a contracted product variant and its operating location.
ContractedProductVariantAtOperatingLocation attributes:

− quantityOfProductVariantAtOperatingLocation (zero or one)


− operatingRequirementAtOperatingLocation (zero or one)
ContractedProductVariantAtOperatingLocation associations:

− (theaterOfOperation) The OperatingLocation where the relating ContractedProductVariant


will be operated
− (operatedProductVariant) The ContractedProductVariant that will be operated at the defined
OperatingLocation
4.2.4 UoF Product Usage Context - Additions to referenced class and interface definitions
4.2.4.1 ContractedProductVariant
The ContractedProductVariant <<relationship>> class defined in UoF Product and Project must
also implement the following additional associations:

− An optional association with zero, one or many instances of OperatingLocationType where


the ContractedProductVariant will be operated (via the
ContractedProductVariantAtOperatingLocationType <<relationship>> class)

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− An optional association with zero, one or many instances of OperatingLocation, where the
ContractedProductVariant will be operated (via the
ContractedProductVariantAtOperatingLocation <<relationship>> class).

4.2.4.2 Organization
The Organization class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− Operator

4.3 UoF Breakdown Structure


4.3.1 Overall description
The Breakdown Structure UoF, Fig 20, can be used to define one or many types of breakdowns
for a specific Product or for a ProductVariant. A breakdown can be eg, functional, physical,
system, zonal, or hybrid (ie, a mixture of breakdown types).
Note
Existing breakdown structures are often hybrids consisting of both functional, physical and
system elements.
Each breakdown can have one or many breakdown revisions (design iterations), where each
breakdown revision references the breakdown element revisions that are included in the
specific revision of the breakdown. These references are done using the
BreakdownElementUsageInBreakdown class. References to the included breakdown elements
(revisions) can then be organized hierarchically using the BreakdownElementStructure class.
Note
Having organized the breakdown element usages hierarchically by the use of
BreakdownElementStructure, there needs to be one, and only one, instance of
BreakdownElementUsageInBreakdown that has no parent element, This instance of
BreakdownElementUsageInBreakdown is often referred to as the root node.
These breakdown principles allows for a defined breakdown element (revision) to be part of
many breakdowns and revisions thereof. A breakdown element (revision) can be positioned
differently in the respective breakdown and/or revision thereof. For example, a breakdown
element (revision) can be used in both a functional and a physical breakdown.
Note
Each instance of BreakdownElementUsageInBreakdown and BreakdownElementStructure
is uniquely defined for a specific breakdown revision.

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4.3.2 Graphical representation

ICN-B6865-S3000L0217-003-00
Fig 20 S3000L UoF Breakdown Structure - class model

4.3.3 UoF Breakdown Structure - New class and interface definitions


4.3.3.1 Breakdown
The Breakdown class identifies a specific partitioning of a Product into a set of related elements
so as to form parent-child views that comprise the product elements.

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Examples of breakdowns are:

− Functional
− Physical
− System
− Zonal
− Hybrid, ie, a mixture of the functional, physical, system and zonal breakdowns
Breakdown attributes:

− breakdownType
Note
An example of a breakdown type is the GEIA-STD-0007 functional breakdown.
Breakdown associations:

− An association with the Product or ProductVariant for which the Breakdown is defined (via
the BreakdownItem <<interface>>)
− An association with one or many BreakdownRevisions (design iterations) of the defined
Breakdown

4.3.3.2 BreakdownItem
The BreakdownItem <<interface>> represents the common behavior of those items that can
have one or many associated breakdown structures.
Classes that implement the BreakdownItem <<interface>> are:

− Product
− ProductVariant
Classes that implement the BreakdownItem <<interface>> must also implement the following
association:

− An optional association with zero, one or many instances of Breakdown


Note
Breakdowns must be defined either on a Product level or on a ProductVariant level, but
must never occur on both levels for one and the same Product.

4.3.3.3 BreakdownRevision
The BreakdownRevision class defines an explicit revision (design iteration) that is applied to a
Breakdown.
Note:
BreakdownElementRevisions used in a breakdown are related to a BreakdownRevision
and not directly to the Breakdown.
BreakdownRevision attributes:

− breakdownRevisionIdentifier
− breakdownRevisionCreationDate (zero or one)
− breakdownRevisionStatus (zero or one)
BreakdownRevision associations:

− A BreakdownRevision is always associated with one and only one Breakdown


− A BreakdownRevision is related to one or many BreakdownElementRevisions that are
included in the breakdown revision under consideration (via the
BreakdownElementUsageInBreakdown <<relationship>> class)

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4.3.3.4 BreakdownElementUsageInBreakdown
The BreakdownElementUsageInBreakdown <<relationship>>class is an association
establishing the BreakdownElementRevisions (related) that belong to a BreakdownRevision
(relating).
Note
Each instance of BreakdownElementUsageInBreakdown is uniquely defined for one
combination of BreakdownElementRevision and BreakdownRevision. An instance of the
BreakdownElementUsageInBreakdown class doesn’t have any meaning by itself but only in
the context of a BreakdownRevision.
BreakdownElementUsageInBreakdown associations:

− (relating) The BreakdownRevision in which the related BreakdownElementRevision is used


− (related) The BreakdownElementRevision that belong to the associated BreakdownRevision
− An optional parent association with zero, one or many children
BreakdownElementUsageInBreakdown included in the same BreakdownRevision (via the
BreakdownElementStructure <<relationship>> class)
− An optional child association with zero or one parent
BreakdownElementUsageInBreakdown included in the same BreakdownRevision (via the
BreakdownElementStructure <<relationship>> class)
Note
An instance of BreakdownElementUsageInBreakdown can be the parent of many instances
of BreakdownElementUsageInBreakdown (ie, BreakdownElementRevisions) defined for the
same BreakdownRevision.
Note
There is one instance of BreakdownElementStructure per parent-child relationship, and
there is no explicit ordering in between the parent-child relationships defined for a specific
BreakdownElementUsageInBreakdown (ie, ordering of child elements for a specific parent
element).

4.3.3.5 BreakdownElementStructure
The BreakdownElementStructure <<relationship>> class is an association that establishes a
hierarchical structure between BreakdownElementRevisions (parent/child) that belong to the
same BreakdownRevision.
Note
An explicit breakdown structure is accomplished by organizing the usages of the
BreakdownElementRevisions, ie, by organizing the instances of
BreakdownElementUsageInBreakdown instead of the organizing the
BreakdownElementRevisions themselves.
Note
A breakdown structure can also be derived from the values given as
breakdownElementIdentifiers. The breakdown structure is then implicit, rather than explicit
and do not require the usage of the BreakdownElementStructure class. This approach can
be used if the breakdownElementIdentifier follows the logic of eg, GEIA-STD-0007 Logistics
Control Number (LCN) or S1000D Standard Numbering System (SNS). A discussion on the
advantages/disadvantages of the respective approach is given in Chap 4 Configuration
Management.
BreakdownElementStructure attributes:

− referenceDesignator (zero, one or many)


− quantityOfChildElement (zero or one)
BreakdownElementStructure associations:

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− (parent) The instance of BreakdownElementUsageInBreakdown that represents the


BreakdownElementRevision which is defined as the parent element for the child element in
the associated BreakdownRevision
− (child) The instance of BreakdownElementUsageInBreakdown that represents the
BreakdownElementRevision which is defined as the child of the related parent element in
the associated BreakdownRevision
− An optional association with zero, one or many instances of BreakdownElementStructure to
which the BreakdownElementStructure under consideration has a defined dependency (via
the BreakdownElementStructureRelationship <<relationship>> class)
− An optional association with zero, one or many instances of BreakdownElementStructure
which are dependent upon the BreakdownElementStructure under consideration (via the
BreakdownElementStructureRelationship <<relationship>> class)
Note
Both parent and child instances of BreakdownElementUsageInBreakdown must be defined
for the same instance of BreakdownRevision.

4.3.3.6 BreakdownElementStructureRelationship
The BreakdownElementStructureRelationship <<relationship>> class is an association where
the usage of a BreakdownElementRevision (relating) is restricted or associated with the usage
of another BreakdownElementRevision (related).
Note
Examples on information that can be represented using
BreakdownElementStructureRelationship are:

• Substitute elements such as “real” vs “dummy”


• Element A cannot be installed at the same time as element B (“negative statement”)
• Element A must only be installed with element C (“positive statement”)
BreakdownElementStructureRelationship attributes:

− breakdownElementStructureRelationshipType
BreakdownElementStructureRelationship associations:

− (relating) The usage of a BreakdownElementRevision that defines a dependency to another


BreakdownElementRevision used in the same BreakdownRevision
− (related) The usage of a BreakdownElementRevision upon which the relating
BreakdownElementRevision usage is dependent
Note
Both instances of BreakdownElementStructure must relate to instances of
BreakdownElementUsageInBreakdown that exist within the same BreakdownRevision.

4.3.3.7 BreakdownElement
The BreakdownElement class is used to represent items that are part of one or many
Breakdowns and revisions thereof.
Note
BreakdownElement is defined as an abstract class, ie, this class will never be instantiated,
but any of its subclasses will. Subclasses of BreakdownElement are:

• HardwareElement (defined in UoF Breakdown Element Realization). Refer to Para 4.5.


• SoftwareElement (defined in UoF Breakdown Element Realization). Refer to Para 4.5.
• ZoneElement (defined in UoF Breakdown Element Realization). Refer to Para 4.5.
• AggregatedElement (defined in UoF Breakdown Aggregated Element). Refer to
Para 4.7.
BreakdownElement attributes:

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− breakdownElementIdentifier (one or many)


− breakdownElementName (zero, one or many)
− breakdownElementEssentiality (zero or one)
BreakdownElement associations:

− An association with its BreakdownElementRevisions (design iterations)

4.3.3.8 BreakdownElementRevision
The BreakdownElementRevision class defines a revision (design iteration) that is applied to a
BreakdownElement.
Note
New revisions of BreakdownElements are often defined during product design.
Note
BreakdownElementRevision is defined as an abstract class, ie, this class will never be
instantiated but any of its subclasses will. Subclasses of BreakdownElementRevision are:

• HardwareElementRevision (defined in UoF Breakdown Element Realization). Refer to


Para 4.5.
• SoftwareElementRevision (defined in UoF Breakdown Element Realization). Refer to
Para 4.5.
• ZoneElementRevision (defined in UoF Breakdown Element Realization). Refer to
Para 4.5.
• AggregatedElementRevision (defined in UoF Breakdown Aggregated Element). Refer
to Para 4.7.

BreakdownElementRevision attributes:

− breakdownElementRevisionIdentifier
− breakdownElementRevisionCreationDate (zero or one)
− breakdownElementRevisionStatus (zero or one)
− maintenanceSignificantOrRelevant
BreakdownElementRevision associations:

− An association with the BreakdownElement of which the BreakdownElementRevision is a


revision
− Associations with one or many instances of BreakdownElementUsageInBreakdown, ie,
usages of the BreakdownElementRevision in BreakdownRevisions
− An instance of BreakdownElementRevision can relate to one or many other instances of
BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class
− An instance of BreakdownElementRevision can be related to from one or many other
instances of BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class
Note
A revision of a breakdown element can be used in one or many breakdowns via the
BreakdownRevision and BreakdownElementUsageInBreakdown. This means that the same
BreakdownElementRevision can be re-used in between different types of breakdowns for a
single Product/ProductVariant, as well as be re-used in between Products/ProductVariants.

4.3.3.9 BreakdownElementRevisionRelationship
The BreakdownElementRevisionRelationship <<relationship>> class defines relationships in
between two instances of BreakdownElementRevision.

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Note
BreakdownElementRevisionRelationship can be used to represent the functional/physical
breakdown element relationship as defined in GEIA-STD-0007.
Note
BreakdownElementRevisionRelationship can be used to represent, eg, use of software in
hardware.
BreakdownElementRevisionRelationship attributes:

− breakdownElementRelationshipType
BreakdownElementRevisionRelationship associations:

− (relating) The instance of BreakdownElementRevision which relates to another instance of


BreakdownElementRevision
− (related) The instance of BreakdownElementRevision that is being related to from another
instance of BreakdownElementRevision

4.3.4 UoF Breakdown Structure - Additions to referenced class and interface definitions
4.3.4.1 Product
The Product class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− BreakdownItem

4.3.4.2 ProductVariant
The ProductVariant class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− BreakdownItem

4.4 UoF Part Definition


4.4.1 Overall description
The UoF Part Definition, Fig 21, is used to represent hardware items as well as software.
PartAsDesigned in S3000L represents an abstract class, ie, an instance of a PartAsDesigned
must be either a HardwarePartAsDesigned or a SoftwarePartAsDesigned.
PartAsDesigned can be used to realize breakdown elements in a breakdown of a product, as
well as play the role of a resource in a maintenance task.
A part can have one or more alternate parts. The alternate part is interchangeable with the base
part in all its usages.
PartAsDesigned can be organized into BOM using the PartAsDesignedPartsList class, ie, parts
can consist of other parts.
A part used in a BOM can have one or many substitute parts. As opposed to the alternate part,
which is context free, this substitute part is context dependent. The substitute part is only valid
in the context of its usage as a component within the specified BOM.
Substances (often hazardous) are defined separately, and are then associated with the parts in
which they are contained.

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4.4.2 Graphical representation

ICN-B6865-S3000L0218-003-00
Fig 21 S3000L UoF Part Definition- class model

4.4.3 UoF Part Definition - New class and interface definitions


4.4.3.1 PartAsDesigned
PartAsDesigned is a discrete object that can come into existence as a consequence of a
manufacturing process (Source: ISO 10303:239 Product Life Cycle Support).
A PartAsDesigned can be at any indenture level in a part structure, a PartAsDesigned can be
eg, an assembly as well as an equipment, component or software package.
Note
PartAsDesigned is an abstract class, ie, an instantiation of PartAsDesigned must always be
either a HardwarePartAsDesigned or a SoftwarePartAsDesigned.
PartAsDesigned attributes:

− partIdentifier (one or many)


− partName (one or many)

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PartAsDesignedDesignData (<<attributeGroup>>)

− partSpecialHandlingRequirement (zero or one)


PartAsDesignedSupportData (<<attributeGroup>>)

− partMaturityClass (zero, one or many)


− partObsolescenceRiskAssessment (zero, one or many)
PartAsDesignedControlledItemData (<<attributeGroup>>)

− partDemilitarizationClass (zero or one)


Note
Examples of different partIdentifiers are Original Equipment Manufacturer (OEM) part
numbers and Supplier part numbers.
Note
PartAsDesignedDesignData (<<attributeGroup>>) is the definitional information which
defines characteristics for the PartAsDesigned identified during the design activities.
Note
PartAsDesignedSupportData (<<attributeGroup>>) is the definitional information which
defines characteristics for the PartAsDesigned identified during the supportability analysis
activities.
Note
PartAsDesignedControlledItemData (<<attributeGroup>>) is the definitional information
which defines characteristics for the PartAsDesigned identified during different control
analysis activities.
Note
A PartAsDesigned can have more than one part maturity classification (partMaturityClass).
This will most likely reflect changes in part maturity over time. If the classificationDate
attribute included in the DatedClassification compound attribute is not enough to determine
the validity of the respective partMaturityClass value, ApplicabilityStatement can be used to
further determine the applicability of the respective value. Refer to Para 4.22,
Note
A PartAsDesigned can have more than one partObsolescenceRiskAssessment description.
This will most likely reflect changes in part obsolescence risk assessment over time. If the
descriptorProvidedDate attribute included in the DescriptorType is not enough to determine
the validity of the respective partObsolescenceRiskAssessment description,
ApplicabilityStatement can be used to further determine the applicability of the respective
description. Refer to Para 4.22,
PartAsDesigned associations:

− A PartAsDesigned can have zero, one or many types of PartAsDesignedPartsList (BOM)


and revisions thereof
− A PartAsDesigned can be included in zero, one or many other parts (as a child of one or
many instances of the PartAsDesignedPartsListEntry <<relationship>> class)
− A PartAsDesigned can refer to zero, one or many alternate parts (via the basePart
association with the AlternatePartAsDesignedRelationship class)
− A PartAsDesigned can be an alternate part for one or many other parts (defined via the
alternatePart association with the AlternatePartAsDesignedRelationship class)

4.4.3.2 AlternatePartAsDesignedRelationship
The AlternatePartAsDesignedRelationship <<relationship>> class is used to define alternate
parts. An alternate part is interchangeable with the base part in all its usages. The alternate part

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is a context independent alternate that is form, fit, and function equivalent in any use (Source:
ISO 10303:239 Product Life Cycle Support).
Note
AlternatePartAsDesignedRelationship defines one alternate PartAsDesigned at the time,
and applies both to HardwarePartAsDesigned and SoftwarePartAsDesigned.
AlternatePartAsDesignedRelationship associations:

− (basePart) The PartAsDesigned for which an alternate is specified


− (alternatePart) The PartAsDesigned that can replace the base PartAsDesigned in all its
usages

4.4.3.3 PartAsDesignedPartsList
The PartAsDesignedPartsList class represents a Bill-Of-Material for a given PartAsDesigned.
PartAsDesignedPartsList attributes:

− partsListRevisionIdentifier
− partsListType
PartAsDesignedPartsList associations:

− An association with the PartAsDesigned for which the PartAsDesignedPartsList is defined


− Associations with one or many instances of PartAsDesignedPartsListEntry, ie, references to
one or many PartAsDesigned that are included in the PartAsDesignedPartsList

4.4.3.4 PartAsDesignedPartsListEntry
The PartAsDesignedPartsListEntry <<relationship>> class is being used to define the content in
a PartAsDesignedPartsList.
Note
PartAsDesignedPartsListEntry defines one “row” at the time in a PartAsDesignedPartsList
(Bill-of-Material), ie, there is one instance of PartAsDesignedPartsListEntry per contained
part.
Note
The PartAsDesignedPartsListEntry applies both to HardwarePartAsDesigned and
SoftwarePartAsDesigned, and a BOM can consist of both HardwarePartAsDesigned and
SoftwarePartAsDesigned.
PartAsDesignedPartsListEntry attributes:

− partsListEntryIdentifier (zero, one or many)


− quantityOfChildElement
− referenceDesignator (zero, one or many)
− physicalReplaceability
− physicalReplaceabilityStrategy (zero, one or many)
Note
Physical replaceability and replaceability strategy in the context of a
PartAsDesignedPartsListEntry are used to define if the child part can be replaced in its
parent part and if so at what maintenance level.
PartAsDesignedPartsListEntry associations:

− (parent) An association with the PartAsDesignedPartsList for which the


PartAsDesignedPartsListEntry is defined
− (child) An association with the PartAsDesigned that is included in the
PartAsDesignedPartsList

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− An association with zero, one or many instances PartAsDesignedPartsListEntry that


specifies substitute PartAsDesigned for a specific PartAsDesignedPartsListEntry (defined
via the SubstitutePartAsDesignedRelationship <<relationship>> class)
− An association with zero or one base PartAsDesignedPartsListEntry instances, for which
the PartAsDesignedPartsListEntry under consideration can be a substitute (defined via the
SubstitutePartAsDesignedRelationship <<relationship>> class)
PartAsDesignedPartsListEntry special recommendations:

− A PartAsDesigned included in another PartAsDesigned can have multiple replaceability


strategies (ie, values of the attribute physicalReplaceabilityStrategy). Each
physicalReplaceabilityStrategy value (ie instance of data type ClassificationType) must then
have an associated ApplicabilityStatement, as defined in the UoF Applicability Statement, in
order to define when the respective physicalReplaceabilityStrategy is applicable. The
Applicability Statement will in most cases include Operator as one of the parameters to be
evaluated.

4.4.3.5 SubstitutePartAsDesignedRelationship
The SubstitutePartAsDesignedRelationship <<relationship>> class is used to define substitute
parts. As opposed to the alternate part, which is context free, substitute part is context
dependent, ie, the SubstitutePartAsDesignedRelationship is a relationship that indicates that
one PartAsDesignedPartsListEntry instance can be substituted by another instance of
PartAsDesignedPartsListEntry, where both instances of PartAsDesignedPartsListEntry refers to
the same parent PartAsDesignedPartsList (Source: ISO 10303:239 Product Life Cycle Support).
Note
SubstitutePartAsDesignedRelationship defines one substitute part at the time, and applies
both to HardwarePartAsDesigned and SoftwarePartAsDesigned.
SubstitutePartAsDesignedRelationship associations:

− (basePartsListEntry) The PartAsDesignedPartsListEntry for which a substitute is specified


− (substitutePartsListEntry) The PartAsDesignedPartsListEntry which can replace the base
PartAsDesignedPartsListEntry

4.4.3.6 HardwarePartAsDesigned
The HardwarePartAsDesigned class is a specialization of class PartAsDesigned, and
represents parts that will be realized as physical items (hardware), including non-countable
material.
HardwarePartAsDesigned attributes:

− partIdentifier (inherited from class PartAsDesigned)


− partName (inherited from class PartAsDesigned)
HardwarePartAsDesignedDesignData (<<attributeGroup>>)

− partSpecialHandlingRequirement (inherited from class PartAsDesigned


PartAsDesignedDesignData <<attributeGroup>>)
− hardwarePartOperationalAuthorizedLife (zero or one)
− hardwarePartHazardousClass (zero, one or many)
− hardwarePartFitmentRequirement (zero or one)
− hardwarePartElectromagneticIncompatible
− hardwarePartElectrostaticSensitive
− hardwarePartElectromagneticSensitive
− hardwarePartMagneticSensitive
− hardwarePartRadiationSensitive
HardwarePartAsDesignedSupportData (<<attributeGroup>>)

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− partMaturityClass (inherited from class PartAsDesigned PartAsDesignedSupportData


<<attributeGroup>>)
− partObsolescenceRiskAssessment (inherited from class PartAsDesigned
PartAsDesignedSupportData <<attributeGroup>>)
− hardwarePartLogisticsCategory
− hardwarePartRepairability
− hardwarePartRepairabilityStrategy (zero, one or many)
− hardwarePartMaintenanceStart (zero or one)
− hardwarePartWasteProductsInUseDisposalDescription (zero, one or many)
− hardwarePartWasteProductsPlannedDisposalDescription (zero, one or many)
− hardwarePartEnvironmentalAspectInUseClass (zero, one or many)
− hardwarePartEnvironmentalAspectPlannedDisposalClass (zero, one or many)
− hardwarePartScrapRate (zero or one)
− hardwarePartConsumptionRate (zero, one or many)
HardwarePartAsDesignedControlledItemData (<<attributeGroup>>)

− partDemilitarizationClass (inherited from class PartAsDesigned


PartAsDesignedControlledItemData <<attributeGroup>>)
Note
HardwarePartAsDesignedDesignData (<<attributeGroup>>) is the definitional information
which defines characteristics for the HardwarePartAsDesigned identified during the design
activities.
Note
HardwarePartAsDesignedSupportData (<<attributeGroup>>) is the definitional information
which defines characteristics for the HardwarePartAsDesigned identified during the
supportability analysis activities.
Note
HardwarePartAsDesignedControlledItemData (<<attributeGroup>>) is the definitional
information which defines characteristics for the HardwarePartAsDesigned identified during
different control analysis activities.
Note
A HardwarePartAsDesigned can have more than one
hardwarePartWasteProductsInUseDisposalDescription and/or
hardwarePartWasteProductsPlannedDisposalDescription. This will most likely reflect
changes in part waste products disposal descriptions over time.
Note
A HardwarePartAsDesigned can have more than one
hardwarePartEnvironmentalAspectInUseClass and/or
hardwarePartEnvironmentalAspectPlannedDisposalClass classification. This will most likely
reflect changes in hardware part environmental aspects over time.
HardwarePartAsDesigned associations:

− A HardwarePartAsDesigned can have zero, one or many types of PartAsDesignedPartsList


and revisions thereof (inherited from class PartAsDesigned)
− A HardwarePartAsDesigned can be included in zero, one or many other parts, as a child of
one or many instances of the PartAsDesignedPartsListEntry <<relationship>> class
(inherited from class PartAsDesigned)
− A HardwarePartAsDesigned can refer to zero, one or many alternate
HardwarePartAsDesigned (inherited from class PartAsDesigned)
− A HardwarePartAsDesigned can be an alternate part for one or many other
HardwarePartAsDesigned (inherited from class PartAsDesigned)

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− A HardwarePartAsDesigned can have zero, one or many associated substances, which are
contained in the HardwarePartAsDesigned (via the ContainedSubstance <<relationship>>
class)
HardwarePartAsDesigned special recommendations:

− A HardwarePartAsDesigned can have multiple reparability strategies (ie, values for


hardwarePartRepairabilityStrategy). Each hardwarePartRepairabilityStrategy value (ie,
instance of the ClassificationType data type) must then have an associated
ApplicabilityStatement, as defined in the UoF Applicability Statement, in order to define
when respective reparability strategy is applicable. The applicability statement will in most
cases include Operator as one of the parameters to be evaluated.
− A HardwarePartAsDesigned can have multiple consumption rates (ie, values for
hardwarePartConsumptionRate). Each hardwarePartConsumptionRate value (ie, instance
of the PropertyType data type) must then have an associated ApplicabilityStatement, as
defined in the UoF Applicability Statement, in order to define when respective consumption
rate is applicable. The applicability statement will in most cases include
HardwareElementPartRealization, ie, usage, as one of the parameters to be evaluated.

4.4.3.7 SubstanceDefinition
The SubstanceDefinition class deals with the identification of high concern physical matter that
is contained in one or many HardwarePartAsDesigned.
SubstanceDefinition attributes:

− substanceIdentifier (one or many)


− substanceName (zero or one)
− substanceDescription (zero or one)
− substanceUsageCategory
− substanceRiskDescription (one or many)
− substanceRiskFactor (zero or one)
− substanceCharacteristicsRecordingDate
SubstanceDefinition associations:

− A SubstanceDefinition can be contained in zero, one or many HardwarePartAsDesigned


(via the ContainedSubstance <<relationship>> class)

4.4.3.8 ContainedSubstance
The ContainedSubstance <<relationship>> class defines a relationship in between a
SubstanceDefinition and a HardwarePartAsDesigned in which the substance is contained. It
can eg, record the quantity of the contained substance, and a justification.
ContainedSubstance attributes:

− quantityOfContainedSubstance (zero or one)


− containedSubstanceJustificationDescription (zero or one)
Note
There is one instance of ContainedSubstance per relevant combination of
SubstanceDefinition and HardwarePartAsDesigned.

4.4.3.9 SoftwarePartAsDesigned
SoftwarePartAsDesigned is a specialization of class PartAsDesigned, and represents parts that
will be realized as executable software or as data files (eg, maps).
SoftwarePartAsDesigned attributes:

− partIdentifier (inherited from class Part)

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− partName (inherited from class Part)


SoftwarePartAsDesignedDesignData (<<attributeGroup>>)

− partSpecialHandlingRequirement (inherited from class PartAsDesigned


PartAsDesignedSupportData <<attributeGroup>>)
− softwareType
− softwarePartSize
SoftwarePartAsDesignedSupportData (<<attributeGroup>>)

− partMaturityClass (inherited from class PartAsDesigned PartAsDesignedSupportData


<<attributeGroup>>)
− partObsolescenceRiskAssessment (inherited from class PartAsDesigned
PartAsDesignedSupportData <<attributeGroup>>)
SoftwarePartAsDesignedControlledItemData (<<attributeGroup>>)

− partDemilitarizationClass (inherited from class PartAsDesigned PartAsControlledItemData


<<attributeGroup>>)
Note
SoftwarePartAsDesignedDesignData (<<attributeGroup>>) is the definitional information
which defines characteristics for the SoftwarePartAsDesigned identified during the design
activities.
Note
SoftwarePartAsDesignedSupportData (<<attributeGroup>>) is the definitional information
which defines characteristics for the SoftwarePartAsDesigned identified during the
supportability analysis activities.
Note
SoftwarePartAsDesignedControlledItemData (<<attributeGroup>>) is the definitional
information which defines characteristics for the SoftwarePartAsDesigned identified during
different control analysis activities.
SoftwarePartAsDesigned associations:

− A SoftwarePartAsDesigned can have zero, one or many types of PartAsDesignedPartsList


and revisions thereof (inherited from class PartAsDesigned)
− A SoftwarePartAsDesigned can be included in zero, one or many other parts, as a child of
one or many instances of the PartAsDesignedPartsListEntry <<relationship>> class
(inherited from class PartAsDesigned)
− A SoftwarePartAsDesigned can refer to zero, one or many alternate
SoftwarePartAsDesigned (inherited from class PartAsDesigned)
− A SoftwarePartAsDesigned can be an alternate part for one or many other
SoftwarePartAsDesigned (inherited from class PartAsDesigned)

4.5 UoF Breakdown Element Realization


4.5.1 Overall description
The Breakdown Element Realization UoF, Fig 22, is used to:

− Define hardware and software breakdown elements along with their realizations in terms of
hardware and software parts, respectively
− Distinguish hardware and software breakdown elements from other types of breakdown
elements such as eg, systems and zones
Note
HardwareElement and SoftwareElement are both specializations of the class
BreakdownElement which means that, wherever the class BreakdownElement is being

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used in the data model, HardwareElement or SoftwareElement can be used instead (the
rule of substitutability).

HardwareElementRevision and SoftwareElementRevision are both specializations of the


class BreakdownElementRevision which means that, wherever the class
BreakdownElementRevision is being used in the data model, HardwareElementRevision or
SoftwareElementRevision can be used instead (the rule of substitutability).

4.5.2 Graphical representation

ICN-B6865-S3000L0219-003-00
Fig 22 S3000L UoF Breakdown Element Realization - class model

4.5.3 UoF Breakdown Element Realization - New class and interface definitions
4.5.3.1 HardwareElement
The HardwareElement class is a specialization of the BreakdownElement class, and represents
a specification that is realized as hardware parts (often referred to as equipment).

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Note
Wherever the BreakdownElement class is used in the data model, HardwareElement can
be used instead (the rule of substitutability).
HardwareElement attributes:

− breakdownElementIdentifier (inherited from class BreakdownElement)


− breakdownElementName (inherited from class BreakdownElement)
− breakdownElementEssentiality (inherited from class BreakdownElement)
− hardwareElementType (zero or one)
HardwareElement associations:

− An association with its HardwareElementRevisions (design iterations)

4.5.3.2 HardwareElementRevision
The HardwareElementRevision class is a specialization of the BreakdownElementRevision
class, and represents a design iteration that is applied to a HardwareElement.
Note
Wherever the BreakdownElementRevision class is used in the data model,
HardwareElementRevision can be used instead (the rule of substitutability).
HardwareElementRevision attributes:

− breakdownElementRevisionIdentifier (inherited from class BreakdownElementRevision)


− breakdownElementRevisionCreationDate (inherited from class BreakdownElementRevision)
− breakdownElementRevisionStatus (inherited from class BreakdownElementRevision)
− maintenanceSignificantOrRelevant (inherited from class BreakdownElementRevision)
− hardwareElementStructuralIndicator
− hardwareElementFunctionalReplaceability
− hardwareElementFunctionalReplaceabilityStrategy (zero, one or many)
− hardwareElementRepairability
− hardwareElementRepairabilityStrategy (zero, one or many)
HardwareElementRevision associations:

− An association with the HardwareElement of which the HardwareElementRevision is a


revision
− Associations with one or many instances of BreakdownElementUsageInBreakdown, ie,
usages of the HardwareElementRevision in BreakdownRevisions (inherited from class
BreakdownElementRevision)
− An instance of HardwareElementRevision can relate to one or many other instances of
BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
− An instance of HardwareElementRevision can be related to from one or many other
instances of BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
− An optional association with zero, one or many HardwarePartAsDesigned that can be used
to realize the defined HardwareElementRevision (via the HardwareElementPartRealization
<<relationship>> class)
HardwareElementRevision special recommendations:

− A HardwareElementRevision can have multiple replaceability strategies (ie, values of the


attribute hardwareElementFunctionalReplaceabilityStrategy). Each replaceability strategy
value (ie, instance of ClassificationType) must then have an associated
ApplicabilityStatement as defined in the UoF Applicability Statement, in order to define
when the respective replaceability strategy is applicable.

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− A HardwareElementRevision can have multiple reparability strategies (ie, values of the


hardwareElementRepairabilityStrategy attribute). Each
hardwareElementRepairabilityStrategy value (ie, instance of ClassificationType) must then
have an associated ApplicabilityStatement as defined in UoF Applicability Statement, in
order to define when respective hardwareElementRepairabilityStrategy is applicable.

4.5.3.3 HardwareElementPartRealization
The HardwareElementPartRealization <<relationship>> class defines an association between
an instance of HardwareElementRevision and the HardwarePartAsDesigned which fulfills the
hardware element specification.
HardwareElementPartRealization associations:

− (relating) The instance of HardwareElementRevision that has a related


HardwarePartAsDesigned realization
− (related) The instance of HardwarePartAsDesigned that is the realization of the relating
HardwareElementRevision
Note
There is one instance of HardwareElementPartRealization per combination of
HardwareElementRevision and HardwarePartAsDesigned.
HardwareElementPartRealization special recommendations:

− Where an instance of HardwareElementPartRealization is dependent upon product variant


or allowed product design configuration, it must be defined by the assignment of
ItemInProductVariant or ItemInAllowedProductConfiguration to the instance of
HardwareElementPartRealization under consideration. Refer to Para 4.8.

4.5.3.4 SoftwareElement
The SoftwareElement class is a specialization of the BreakdownElement class, and represents
a specification that is realized in terms of software.
Note
Wherever the BreakdownElement class is used in the data model, SoftwareElement can be
used instead (the rule of substitutability).
SoftwareElement attributes:

− breakdownElementIdentifier (inherited from class BreakdownElement)


− breakdownElementName (inherited from class BreakdownElement)
− breakdownElementEssentiality (inherited from class BreakdownElement)
− softwareElementType (zero or one)
SoftwareElement associations:

− An association with its SoftwareElementRevisions (design iterations)

4.5.3.5 SoftwareElementRevision
The SoftwareElementRevision class is a specialization of the BreakdownElementRevision
class, and represents a design iteration that is applied to a SoftwareElement.
Note
Wherever the BreakdownElementRevision class is used in the data model,
SoftwareElementRevision can be used instead (the rule of substitutability).
SoftwareElementRevision attributes:

− breakdownElementRevisionIdentifier (inherited from class BreakdownElementRevision)


− breakdownElementRevisionCreationDate (inherited from class BreakdownElementRevision)

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− breakdownElementRevisionStatus (inherited from class BreakdownElementRevision)


− maintenanceSignificantOrRelevant (inherited from class BreakdownElementRevision)
− softwareElementSize (zero or one)
− softwareElementModificationFrequency (zero or one)
SoftwareElementRevision associations:

− An association with the SoftwareElement of which the SoftwareElementRevision is a


revision
− Associations with one or many instances of BreakdownElementUsageInBreakdown, ie,
usages of the SoftwareElementRevision in BreakdownRevisions (inherited from class
BreakdownElementRevision)
− An instance of SoftwareElementRevision can relate to one or many other instances of
BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
− An instance of SoftwareElementRevision can be related to from one or many other
instances of BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
− An optional association with zero, one or many SoftwarePartAsDesigned that can be used
to realize the defined SoftwareElementRevision (via the SoftwareElementPartRealization
<<relationship>> class)

4.5.3.6 SoftwareElementPartRealization
The SoftwareElementPartRealization <<relationship>> class defines an association between an
instance of SoftwareElementRevision and the SoftwarePartAsDesigned which fulfills the
software element specification.
SoftwareElementPartRealization associations:

− (relating) The instance of SoftwareElementRevision that has a related


SoftwarePartAsDesigned realization
− (related) The instance of SoftwarePartAsDesigned that is the realization of the relating
SoftwareElementRevision
Note
There is one instance of SoftwareElementPartRealization per combination of
SoftwareElementRevision and SoftwarePartAsDesigned.
SoftwareElementPartRealization special recommendations:

− Where an instance of SoftwareElementPartRealization is dependent upon product variant or


allowed product design configuration, it must be defined by the assignment of
ItemInProductVariant or ItemInAllowedProductConfiguration to the instance of
SoftwareElementPartRealization under consideration. Refer to Para 4.8.

4.5.4 UoF Breakdown Element Realization - Additions to referenced class and interface
definitions
4.5.4.1 HardwarePartAsDesigned
The HardwarePartAsDesigned class defined in UoF Part Definition, must also implement the
following additional association:

− An optional association with zero, one or many instances of HardwareElementRevision, via


the HardwareElementPartRealization <<relationship>> class

4.5.4.2 SoftwarePartAsDesigned
The SoftwarePartAsDesigned class defined in UoF Part Definition, must also implement the
following additional association:

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− An optional association with zero, one or many instances of SoftwareElementRevision, via


the SoftwareElementPartRealization <<relationship>> class

4.6 UoF Breakdown Zone Element


4.6.1 Overall description
The Breakdown Zone Element UoF, Fig 23, is used to distinguish between zonal breakdown
elements and other types of breakdown elements (eg, hardware, software).
Note
Zone elements can be used to define eg, zones within a product, as well as generic work
areas, eg, a mechanical workshop.

4.6.2 Graphical representation

ICN-B6865-S3000L0220-003-00
Fig 23 S3000L UoF Breakdown Zone Element - class model

4.6.3 UoF Breakdown Zone Element - New class and interface definitions
4.6.3.1 ZoneElement
The ZoneElement class is a specialization of the BreakdownElement class, and is used to
represent a 3 dimensional space within a Product.
Note
Wherever the BreakdownElement class is used in the data model, ZoneElement can be
used instead (the rule of substitutability).
ZoneElement attributes:

− breakdownElementIdentifier (inherited from class BreakdownElement)


− breakdownElementName (inherited from class BreakdownElement)
− breakdownElementEssentiality (inherited from class BreakdownElement)
− zoneElementType (zero or one)
ZoneElement associations:

− An association with its ZoneElementRevisions (design iterations)

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4.6.3.2 ZoneElementRevision
The ZoneElementRevision class is a specialization of the BreakdownElementRevision class,
and represents a design iteration that is applied to a ZoneElement.
Note
Wherever the BreakdownElementRevision class is used in the data model,
ZoneElementRevision can be used instead (the rule of substitutability).
ZoneElementRevision attributes:

− breakdownElementRevisionIdentifier (inherited from class BreakdownElementRevision)


− breakdownElementRevisionCreationDate (inherited from class BreakdownElementRevision)
− breakdownElementRevisionStatus (inherited from class BreakdownElementRevision)
− maintenanceSignificantOrRelevant (inherited from class BreakdownElementRevision)
− zoneElementDescription (zero or one)
ZoneElementRevision associations:

− An association with the ZoneElement of which the ZoneElementRevision is a revision


− Associations with one or many instances of BreakdownElementUsageInBreakdown, ie,
usages of the ZoneElementRevision in BreakdownRevisions (inherited from class
BreakdownElementRevision)
− An instance of ZoneElementRevision can relate to one or many other instances of
BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
− An instance of ZoneElementRevision can be related to from one or many other instances of
BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)

4.6.3.3 BreakdownElementInZoneRelationship
The BreakdownElementInZoneRelationship <<relationship>> class defines an association
between two instances of BreakdownElementUsageInBreakdown where the relatedZone
instance must represent the usage of a zonal location (ZoneElementRevision).
BreakdownElementInZoneRelationship associations:

− (relatingElement) The instance of BreakdownElementUsageInBreakdown that has a zonal


location
− (relatedZone) The BreakdownElementUsageInBreakdown that represents the zone where
the relating breakdown element is located
Note
There is one instance of BreakdownElementInZoneRelationship per combination of
BreakdownElementUsageInBreakdown and zonal location (ZoneElementRevision via the
relatedZone association).

4.6.4 UoF Breakdown Zone Element - Additions to referenced class and interface definitions
4.6.4.1 BreakdownElementUsageInBreakdown
The BreakdownElementUsageInBreakdown class defined in UoF Breakdown Structure must
also implement the following additional associations:

− An optional association with a ZoneElementRevision via the


BreakdownElementInZoneRelationship and BreakdownElementUsageInBreakdown
<<relationship>> classes
− If the BreakdownElementUsageInBreakdown is a usage of ZoneElementRevision it can also
have an optional association with zero, one or many BreakdownElementRevisions, via the
BreakdownElementInZoneRelationship and BreakdownElementUsageInBreakdown
<<relationship>> classes

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4.7 UoF Breakdown Aggregated Element


4.7.1 Overall description
The Breakdown Aggregated Element UoF, Fig 24, is used to distinguish between aggregated
breakdown elements such as systems, functions or slots and other types of breakdown
elements such as hardware and software.
Note
Aggregated breakdown elements of type ‘system’ and ‘function’ can have a set of child
breakdown elements. Refer to Para 4.3. These child elements must be seen as a whole-
parts relationship, ie, all children must exist in order for the parent system or function to be
complete. However aggregated breakdown elements of type ‘Slot’ indicates that all child
elements are alternative breakdown elements which can be used in the defined slot
location.

4.7.2 Graphical representation

ICN-B6865-S3000L0221-002-00
Fig 24 S3000L UoF Breakdown Aggregated Element - class model
4.7.3 UoF Breakdown Aggregated Element - New class and interface definitions
4.7.3.1 AggregatedElement
The AggregatedElement class is a specialization of the BreakdownElement class, and identifies
a collection of BreakdownElements that are grouped for an identified purpose, eg, a system,
function or a slot.
Note
Wherever the BreakdownElement class is used in the data model, AggregatedElement can
be used instead (the rule of substitutability).
AggregatedElement attributes:

− breakdownElementIdentifier (inherited from class BreakdownElement)


− breakdownElementName (inherited from class BreakdownElement)
− breakdownElementEssentiality (inherited from class BreakdownElement)
− aggregatedElementType
AggregatedElement associations:

− An association with its AggregatedElementRevisions (design iterations)

4.7.3.2 AggregatedElementRevision
The AggregatedElementRevision class is a specialization of the BreakdownElementRevision
class, and represents a design iteration that is applied to an AggregatedElement.

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Note
Wherever BreakdownElementRevision is used in the data model,
AggregatedElementRevision can be used instead (the rule of substitutability).
AggregatedElementRevision attributes:

− breakdownElementRevisionIdentifier (inherited from class BreakdownElementRevision)


− breakdownElementRevisionCreationDate (inherited from class BreakdownElementRevision)
− breakdownElementRevisionStatus (inherited from class BreakdownElementRevision)
− maintenanceSignificantOrRelevant (inherited from class BreakdownElementRevision)
− aggregatedElementDescription (zero or one)
AggregatedElementRevision associations:

− An association with the AggregatedElement of which the AggregatedElementRevision is a


revision
− Associations with one or many instances of BreakdownElementUsageInBreakdown, ie,
usages of the AggregatedElementRevision in BreakdownRevisions (inherited from class
BreakdownElementRevision)
− An instance of AggregatedElementRevision can relate to one or many other instances of
BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
− An instance of AggregatedElementRevision can be related to from one or many other
instances of BreakdownElementRevision via the BreakdownElementRevisionRelationship
<<relationship>> class (inherited from class BreakdownElementRevision)
4.8 UoF Product Design Configuration
4.8.1 Overall description
The Product Design Configuration UoF, Fig 25, enables definition of product variants (models)
and allowed product configurations.
Note
Standards such as ISO 10303 often use the term effectivity to describe product design
related restrictions, where the restriction defines the planned usage of components in the
context of a particular product configuration.
A product variant identifies a member of a product family that is configured for a specific
purpose and is offered to customers. A product variant can either have its own uniquely
identified breakdown structures, or be filtered out from the product breakdown structures by
ItemInProductVariant, also known as System/End Item Usable On Code in GEIA-STD-0007.
A product variant can be further refined into specific allowed product configurations, which
defines permitted combinations of hardware and software parts which can or must be installed
in specific locations (positions), and demonstrates that a product complies with applicable
regulations.
An allowed product configuration can either be defined as:

− A part numbered item (AllowedProductConfigurationHardwarePartAsDesigned) and have its


explicit BOM structure (PartAsDesignedPartsList)
− A product configuration where hardware and software parts are related to its allowed
location
This UoF also allows for restricting the applicability of part numbered items to specific end item
serial number ranges (ApplicableBlockOfSerializedEndItems).

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Note
Information regarding ItemInProductVariant, AllowedProductConfiguration and
ApplicableBlockOfSerializedEndItems, is often received from the design department as part
of the product definition.
Note
ItemInProductVariant and AllowedProductConfiguration help the LSA analyst to filter out
BreakdownElements and/or Parts that are within scope of a specific product variant, and/or
allowed configuration thereof.
Note
ItemInProductVariant and AllowedProductConfiguration are used to define restrictions for a
given product design (product definition), whereas ApplicabilityStatement is used to define
usage related restrictions. Refer to Para 4.22,

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4.8.2 Graphical representation

ICN-B6865-S3000L0222-003-00
Fig 25 S3000L UoF Product Design Configuration - class model
4.8.3 UoF Product Design Configuration - New class and interface definitions
4.8.3.1 ItemInProductVariant
The ItemInProductVariant <<relationship>> class defines that the applicability of a breakdown
element or specific realization thereof is limited to a specific product variant.
Note
ItemInProductVariant can be used for representing GEIA-STD-0007 System/End Item
Usable On Codes.
Note
Instances of BreakdownElementUsageInBreakdown without any associated
ItemInProductVariant means that the usage of the associated BreakdownElementRevision
is valid for all ProductVariants.

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Note
There must be one instance of ItemInProductVariant per permitted combination of
ProductVariant and BreakdownElementUsageInBreakdown,
HardwareElementPartRealization and SoftwareElementPartRealization, respectively.
ItemInProductVariant implement the following <<interface>>:

− SerialNumberApplicabilityItem
ItemInProductVariant associations:

− (related) The BreakdownElementUsageInBreakdown, HardwareElementPartRealization or


SoftwareElementPartRealization which applicability is constrained to a specific
ProductVariant
− (relating) The ProductVariant for which the breakdown element usage or part realization is
applicable

4.8.3.2 ProductVariantItem
The ProductVariantItem <<interface>> is implemented by classes which applicability can be the
restricted to specific ProductVariants.
Classes that implements the ProductVariantItem <<interface>> are:

− BreakdownElementUsageInBreakdown
− HardwareElementPartRealization
− SoftwareElementPartRealization
Classes that implement the ProductVariantItem <<interface>> must also implement the
following association:

− An optional association with zero, one or many instances of ProductVariant (via the
ItemInProductVariant <<relationship>> class)
Note
An instance of a class that implements the ProductVariantItem <<interface>> can be
associated with more than one ProductVariant, ie, an instance representing the
ItemInProductVariant can be applicable to more than one ProductVariant.

4.8.3.3 NestedProductVariantRelationship
The NestedProductVariantRelationship <<relationship>> class defines an association between
a parent ProductVariant and a ProductVariant that is defined to be included as part of the parent
ProductVariant.
NestedProductVariantRelationship associations:

− (parent) The ProductVariant that includes the child ProductVariant


− (child) The ProductVariant which is part of a parent ProductVariant
Note
There is one instance of NestedProductVariantRelationship per parent-child relationship.

4.8.3.4 AllowedProductConfiguration
The AllowedProductConfiguration <<interface>> is implemented by classes that define allowed
configurations for a defined ProductVariant. AllowedProductConfiguration defines permitted
combinations of hardware and software parts which can or must be installed in specific
locations (positions) of an end item, and demonstrates that the product complies with applicable
regulations.
Classes that implement the AllowedProductConfiguration <<interface>> are:

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− AllowedProductConfigurationHardwarePartAsDesigned (a specialization of
HardwarePartAsDesigned)
− AllowedProductConfigurationByConfigurationIdentifier
Classes that implement the AllowedProductConfiguration <<interface>> must also implement
the following associations:

− An association with the ProductVariant for which the AllowedProductConfiguration is


defined
− An optional association with an AuthorityToOperate, issued by a regulating body
− An instance of AllowedProductConfiguration can relate to zero, one or many other instances
of AllowedProductConfiguration that are allowed to be included as part of the
AllowedProductConfiguration under consideration (via the
NestedAllowedProductConfigurationRelationship <<relationship>> class)
− An instance of AllowedProductConfiguration can be related to from zero, one or many other
instances of AllowedProductConfiguration in which the AllowedProductConfiguration under
consideration is allowed to be a part (via the
NestedAllowedProductConfigurationRelationship <<relationship>> class)
− An association with the hardware and software parts that are allowed to be installed on end
items that complies with the defined AllowedProductConfiguration (via the
ItemInAllowedProductConfiguration <<relationship>> class)

4.8.3.5 NestedAllowedProductConfigurationRelationship
The NestedAllowedProductConfigurationRelationship <<relationship>> class defines an
association between a parent AllowedProductConfiguration and an
AllowedProductConfiguration that is allowed to be included as part of the parent
AllowedProductConfiguration.
NestedAllowedProductConfigurationRelationship associations:

− (parent) The AllowedProductConfiguration that includes the child


AllowedProductConfiguration
− (child) The AllowedProductConfiguration which is part of a parent
AllowedProductConfiguration
Note
There is one instance of NestedAllowedProductConfigurationRelationship per parent-child
relationship.

4.8.3.6 AuthorityToOperate
AuthorityToOperate signifies the safety aspects of a product to be manufactured, and is issued
by a regulating body, and once issued, the design cannot be changed without re-authorization.
AuthorityToOperate attributes:

− authorityToOperateIdentifier
AuthorityToOperate associations:

− An association with the AllowedProductConfiguration for which the AuthorityToOperate is


issued

4.8.3.7 AllowedProductConfigurationHardwarePartAsDesigned
The AllowedProductConfigurationHardwarePartAsDesigned class is a specialization of class
HardwarePartAsDesigned, and represents hardware parts that are issued as authorized
allowed product configurations.
AllowedProductConfigurationHardwarePartAsDesigned implement the following <<interface>>:

− AllowedProductConfiguration

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AllowedProductConfigurationHardwarePartAsDesigned attributes:

− partIdentifier (inherited from class PartAsDesigned)


− partName (inherited from class Part)
HardwarePartAsDesignedDesignData (<<attributeGroup>>)

− partSpecialHandlingRequirement (inherited from class PartAsDesigned)


− hardwarePartOperationalAuthorizedLife (inherited from class HardwarePartAsDesigned)
− hardwarePartHazardousClass (inherited from class HardwarePartAsDesigned)
− hardwarePartFitmentRequirement (inherited from class HardwarePartAsDesigned)
− hardwarePartElectromagneticIncompatible (inherited from class HardwarePartAsDesigned)
− hardwarePartElectrostaticSensitive (inherited from class HardwarePartAsDesigned)
− hardwarePartElectromagneticSensitive (inherited from class HardwarePartAsDesigned)
− hardwarePartMagneticSensitive (inherited from class HardwarePartAsDesigned)
− hardwarePartRadiationSensitive (inherited from class HardwarePartAsDesigned)
HardwarePartAsDesignedSupportData (<<attributeGroup>>)

− partMaturityClass (inherited from class PartAsDesigned)


− partObsolescenceRiskAssessment (inherited from class PartAsDesigned)
− hardwarePartLogisticsCategory (inherited from class HardwarePartAsDesigned)
− hardwarePartRepairability (inherited from class HardwarePartAsDesigned)
− hardwarePartRepairabilityStrategy (inherited from class HardwarePartAsDesigned)
− hardwarePartMaintenanceStart (inherited from class HardwarePartAsDesigned)
− hardwarePartWasteProductsInUseDisposalDescription (inherited from class
HardwarePartAsDesigned)
− hardwarePartWasteProductsPlannedDisposalDescription (inherited from class
HardwarePartAsDesigned)
− hardwarePartEnvironmentalAspectInUseClass (inherited from class
HardwarePartAsDesigned)
− hardwarePartEnvironmentalAspectPlannedDisposalClass (inherited from class
HardwarePartAsDesigned)
− hardwarePartScrapRate (inherited from class HardwarePartAsDesigned)
− hardwarePartConsumptionRate (inherited from class HardwarePartAsDesigned)
HardwarePartAsDesignedControlledItemData (<<attributeGroup>>)

− partDemilitarizationClass (inherited from class PartAsDesigned)


AllowedProductConfigurationHardwarePartAsDesigned associations:

− An AllowedProductConfigurationHardwarePartAsDesigned can have zero, one or many


revisions of PartAsDesignedPartsList (inherited from class PartAsDesigned)
− An AllowedProductConfigurationHardwarePartAsDesigned can be included in zero, one or
many other parts as a child of one or many instances of the PartAsDesignedPartsListEntry
<<relationship>> class (inherited from class PartAsDesigned)
− An AllowedProductConfigurationHardwarePartAsDesigned can refer to zero, one or many
alternate AllowedProductConfigurationHardwarePartAsDesigned (inherited from class
PartAsDesigned)
− An AllowedProductConfigurationHardwarePartAsDesigned can be an alternate part for one
or many other AllowedProductConfigurationHardwarePartAsDesigned (inherited from class
PartAsDesigned)
− An AllowedProductConfigurationHardwarePartAsDesigned can have zero, one or many
associated substances, which are contained in the HardwarePartAsDesigned (via the
ContainedSubstance <<relationship>> class)

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4.8.3.8 AllowedProductConfigurationByConfigurationIdentifier
The AllowedProductConfigurationByConfigurationIdentifier class represents an
AllowedProductConfiguration that is identified and managed by other means than a part
identifier.
AllowedProductConfigurationHardwarePartAsDesigned implement the following <<interface>>:

− AllowedProductConfiguration
AllowedProductConfigurationHardwarePartAsDesigned attribute:

− allowedProductConfigurationIdentifier

4.8.3.9 ItemInAllowedProductConfiguration
The ItemInAllowedProductConfiguration <<relationship>> class defines an association between
a resolved configuration and a definition of the parts that is allowed to be installed on serialized
Products that confirms with the resolved AllowedProductConfiguration.
ItemInAllowedProductConfiguration implement the following <<interface>>:

− SerialNumberApplicabilityItem
ItemInAllowedProductConfiguration associations:

− (resolvedConfiguration) The AllowedProductConfiguration in which the includedItem is


applicable
− (includedItem) The item which applicability is restricted to a specific
AllowedProductConfiguration
− An optional association with one or many instances of NonConformanceData
<<attributeGroup>> that documents if a specific related part does not fully comply with the
requirements of its usage in the resolved AllowedProductConfiguration
Note
There is one instance of ItemInAllowedProductConfiguration per relevant combination of
resolvedConfiguration and includedItem.

4.8.3.10 NonConformanceData
The NonConformanceData <<attributeGroup>> defines attributes that must be provided if a
specific part does not fully comply with the requirements of its usage in the resolved
AllowedProductConfiguration.
NonConformanceData attributes:

− NonConformanceType
− NonConformanceDescription (zero or one)
− NonConformanceRestriction (zero, one or many)
NonConformanceData association:

− An association with the ItemInAllowedProductConfiguration which is non-conformant

4.8.3.11 AllowedProductConfigurationItem
The AllowedProductConfigurationItem <<interface>> is implemented by classes which
applicability can be the restricted to specific AllowedProductConfigurations.
Classes that implements the AllowedProductConfigurationItem <<interface>> are:

− HardwareElementPartRealization
− SoftwareElementPartRealization
− PartAsDesignedPartsList
− PartAsDesignedPartsListEntry

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Classes that implement the AllowedProductConfigurationItem <<interface>> must also


implement the following association:

− An optional association with zero, one or many instances of classes that implement the
AllowedProductConfiguration <<interface>> (via the ItemInAllowedProductConfiguration
<<relationship>> class)
Note
An instance of a class that implements the AllowedProductConfigurationItem <<interface>>
can be associated with more than one AllowedProductConfiguration, ie, an instance
representing the includedItem can be applicable to more than one
AllowedProductConfiguration.

4.8.3.12 SerialNumberApplicabilityItem
The SerialNumberApplicabilityItem <<interface>> is implemented by classes that that can have
a limited applicability to ranges of serialized end items.
Classes that implement the SerialNumberApplicabilityItem <<interface>> are:

− ItemInProductVariant
− ItemInAllowedProductConfiguration
Classes that implement the SerialNumberApplicabilityItem <<interface>> must also implement
the following association:

− An optional association with zero, one or many instances of the


ApplicableBlockOfSerializedEndItems <<attributeGroup>>, identifying ranges serialized end
items

4.8.3.13 ApplicableBlockOfSerializedEndItems
The ApplicableBlockOfSerializedEndItems <<attributeGroup>> defines a possibly open-ended
serial number range.
ApplicableBlockOfSerializedEndItems attributes:

− applicableSerialNumberRange
ApplicableBlockOfSerializedEndItems association:

− An association with the item for which the serial number range is defined (via the
SerialNumberApplicabilityItem <<interface>>)

4.8.4 UoF Product Design Configuration - Additions to referenced class and interface
definitions
4.8.4.1 ProductVariant
The ProductVariant class defined in UoF Product and Project must also implement the following
additional associations:

− An instance of ProductVariant can relate to zero, one or many other instances of


ProductVariant which are included as part of the ProductVariant under consideration (via
the NestedProductVariantRelationship <<relationship>> class)
− An instance of ProductVariant can be related to from zero, one or many other instances of
ProductVariant in which the ProductVariant under consideration is a part (via the
NestedProductVariantRelationship <<relationship>> class)
− An optional association with zero, one or many instances of items which are applicable to
the ProductVariant under consideration (via the ItemInProductVariant <<relationship>>
class)
− An optional association with zero, one or many instances of classes that implement the
AllowedProductConfiguration <<interface>>

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4.8.4.2 PartAsDesignedPartsList
The PartAsDesignedPartsList class defined in UoF Part Definition must also implement the
following additional <<interfaces>>:

− AllowedProductConfigurationItem

4.8.4.3 PartAsDesignedPartsListEntry
The PartAsDesignedPartsListEntry class defined in UoF Part Definition must also implement the
following additional <<interfaces>>:

− AllowedProductConfigurationItem

4.8.4.4 BreakdownElementUsageInBreakdown
The BreakdownElementUsageInBreakdown class defined in UoF Breakdown Structure must
also implement the following additional <<interface>>:

− ProductVariantItem

4.8.4.5 HardwareElementPartRealization
The HardwareElementPartRealization class defined in UoF Breakdown Element Realization
must also implement the following additional <<interfaces>>:

− ProductVariantItem
− AllowedProductConfigurationItem

4.8.4.6 SoftwareElementPartRealization
The SoftwareElementPartRealization class defined in UoF Breakdown Element Realization
must also implement the following additional <<interfaces>>:

− ProductVariantItem
− AllowedProductConfigurationItem

4.9 UoF LSA Candidate


4.9.1 Overall description
The LSA Candidate UoF, Fig 26, supports the selection of LSA candidates and the definition of
the key performance indicators per selected LSA candidate.
Note
The recommendation is to select the LSA Candidates from a top-down perspective, ie,
starting with the root node (breakdown element) for a given ProductVariant and then
traverse through the Breakdown Structure and its part realizations, including BOMs
(PartAsDesignedPartsList) and its entries (PartAsDesignedPartsListEntry).
Note
Key performance indicators define the requirements for the project, and are often identified
during the early stages of the LSA program.
Note
The process of distributing a key performance indicator between sub elements using eg,
fractions is not explicitly supported in the data model. However, the data model supports
the recording of the resulting values against the respective sub element. Key performance
parameters that are the result of a distribution process, eg, by fraction, are recommended
to set the value of the PropertyType valueDetermination attribute to “Distributed”.

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4.9.2 Graphical representation

ICN-B6865-S3000L0223-003-00
Fig 26 S3000L UoF LSA Candidate - class model

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4.9.3 UoF LSA Candidate - New class and interface definitions


4.9.3.1 LSACandidate
The LSACandidate <<interface>> is implemented by classes that can be selected as LSA
Candidates.
Classes that implement the LSACandidate <<interface>> are:

− BreakdownElementRevision
− PartAsDesigned
Since the LSACandidate <<interface>> must be implemented by
BreakdownElementRevision and PartAsDesigned respectively, it means that
instances of the following classes can be selected as LSA Candidates:
− HardwareElementRevision
− SoftwareElementRevision
− AggregatedElementRevision
− ZoneElementRevision
− HardwarePartAsDesigned
− SoftwarePartAsDesigned
Classes that implement the LSACandidate <<interface>> must also implement the following
attributes:

− LSACandidateIndicator
− LSACandidateRationale (zero or one)
− LSACandidateMaintenanceConcept (zero, one or many)
− LSACandidateMaintenanceSolution (zero, one or many)
Classes that implement the LSACandidate <<interface>> must also implement the following
association:

− An optional association with zero, one or many instances of the KeyPerformanceIndicator


<<attributeGroup>>
Note
An associated KeyPerformanceIndicator must be of any its specializations (eg,
MeanTimeBetweenFailure, DownTime).
Note
An LSACandidate can have more than one LSACandidateMaintenanceConcept and
LSACandidateMaintenanceSolution description, respectively. The validity of the respective
description can be determined by the assignment of ApplicabilityStatements. Refer to
Para 4.22.

4.9.3.2 KeyPerformanceIndicator
The KeyPerformanceIndicator <<attributeGroup>> defines eg, customer or user specific values
per LSACandidate. The value for a given key performance indicator can be defined as being eg,
specified, contracted, allocated, distributed or actual, using the valueDetermination attribute for
the respective key performance value (valueDetermination is an attribute of the PropertyType
primitive).
Note
Requirements are often stated as product design and performance data in the contract.
Note
Key performance indicators can be defined for LSA Candidates at any level of indenture.

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Note
An instance of class KeyPerformanceIndicator has no meaning by itself, but only in the
context of a specific LSACandidate.
Note
KeyPerformanceIndicator <<attributeGroup>> is an abstract class, ie, an instantiation of
KeyPerformanceIndicator must be done using any of its specializations:

• ProductServiceLife
• ScheduledMaintenanceInterval
• MaintenanceFreeOperatingPeriod
• DownTime
• MaintenanceManHoursPerOperatingHour
• MeanTimeBetweenUnscheduledRemoval
• MeanTimeToRepair
• DirectMaintenanceCost
• ShopProcessingTime
• FailuresPerOperatingHour
• ReplacementTime
• LifeCycleCost
• MeanTimeBetweenFailure
• FailureRate
KeyPerformanceIndicator attributes:

− keyPerformanceIndicatorMethod (zero or one)


− keyPerformanceIndicatorStatus
− keyPerformanceIndicatorPercentile (zero or one)
Note
The KeyPerformanceIndicator class does not contain any key performance indicator
values. These are contained within the respective subclass of KeyPerformanceIndicator,
eg, ProductServiceLife.
KeyPerformanceIndicator associations:

− An instance of KeyPerformanceIndicator is always defined for a specific LSACandidate


KeyPerformanceIndicator interfaces:

− KeyPerformanceIndicator implements the ApplicabilityAssignmentItem <<interface>>


KeyPerformanceIndicator special recommendations:

− Where an instance of KeyPerformanceIndicator is dependent upon eg, operator or


operational environment, it must be distinguished by the assignment of an
ApplicabilityStatement to the KeyPerformanceIndicator. Refer to Para 4.22.

4.9.3.3 ProductServiceLife
The ProductServiceLife <<attributeGroup>> is a specialization of KeyPerformanceIndicator, and
represents eg, the number of years the LSA Candidate is expected to be in service.
ProductServiceLife attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− productServiceLife (one or many)
ProductServiceLife associations:

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− An instance of ProductServiceLife is always defined for a specific LSACandidate (inherited


from class KeyPerformanceIndicator)
ProductServiceLife interfaces:

− ProductServiceLife implements the ApplicabilityAssignmentItem <<interface>> (inherited


from class KeyPerformanceIndicator)
ProductServiceLife special recommendations:

− An LSACandidate can have multiple product service life values depending on, for example
operational environment. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of productServiceLife (ie, to the respective
instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple product service life values being defined during
different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ product service life value, and one ‘actual’ product
service life value. These values must be distinguished using the valueDetermination
attribute for the respective instance of productServiceLife.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of ProductServiceLife has multiple productServiceLife values without any


additional applicability statement, or multiple values with the same applicability statement,
these values are then to be interpreted as whichever is reached first

4.9.3.4 ScheduledMaintenanceInterval
The ScheduledMaintenanceInterval <<attributeGroup>> is a specialization of
KeyPerformanceIndicator, and represents the number of operational units (eg, rounds, miles,
hours) between scheduled maintenance.
ScheduledMaintenanceInterval attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− scheduledMaintenanceInterval (one or many)
ScheduledMaintenanceInterval associations:

− An instance of ScheduledMaintenanceInterval is always defined for a specific


LSACandidate (inherited from class KeyPerformanceIndicator)
ScheduledMaintenanceInterval interfaces:

− ScheduledMaintenanceInterval implements the ApplicabilityAssignmentItem <<interface>>


(inherited from class KeyPerformanceIndicator)
ScheduledMaintenanceInterval special recommendations:

− An LSACandidate can have multiple scheduled maintenance interval values depending on,
for example operational environment. These values must be distinguished by the
assignment of an ApplicabilityStatement to the respective instance of
scheduledMaintenanceInterval (ie, to the respective instance of PropertyType. Refer to
Para 4.22.
− An LSACandidate can have multiple scheduled maintenance interval values being defined
during different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ scheduled maintenance interval value, and one ‘actual’
scheduled maintenance interval value. These values must be distinguished using the
valueDetermination attribute for the respective instance of scheduledMaintenanceInterval.

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Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of ScheduledMaintenanceInterval has multiple scheduledMaintenanceInterval


values without any additional applicability statement, or multiple values with the same
applicability statement, these values are then to be interpreted as whichever is reached first

4.9.3.5 MaintenanceFreeOperatingPeriod
The MaintenanceFreeOperatingPeriod <<attributeGroup>> is a specialization of
KeyPerformanceIndicator, and represents the acceptable maintenance free operating period,
where maintenance free operating period is the interval in which no maintenance actions occur.
MaintenanceFreeOperatingPeriod attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− maintenanceFreeOperatingPeriod (one or many)
MaintenanceFreeOperatingPeriod associations:

− An instance of MaintenanceFreeOperatingPeriod is always defined for a specific


LSACandidate (inherited from class KeyPerformanceIndicator)
MaintenanceFreeOperatingPeriod interfaces:

− MaintenanceFreeOperatingPeriod implements the ApplicabilityAssignmentItem


<<interface>> (inherited from class KeyPerformanceIndicator)
MaintenanceFreeOperatingPeriod special recommendations:

− An LSACandidate can have multiple maintenance free operating period values depending
on, for example operational environment. These values must be distinguished by the
assignment of an ApplicabilityStatement to the respective instance of
maintenanceFreeOperatingPeriod (ie, to the respective instance of PropertyType. Refer to
Para 4.22.
− An LSACandidate can have multiple maintenance free operating periods being defined
during different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ maintenance free operating period value, and one
‘actual’ maintenance free operating period value. These values must be distinguished using
the valueDetermination attribute for the respective instance of
maintenanceFreeOperatingPeriod.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of MaintenanceFreeOperatingPeriod has multiple


maintenanceFreeOperatingPeriod values without any additional applicability statement, or
multiple values with the same applicability statement, these values are then to be
interpreted as whichever is reached first

4.9.3.6 DownTime
The DownTime <<attributeGroup>> is a specialization of KeyPerformanceIndicator, and
represents the acceptable mean down time, where mean down time is the time where an item
is non-operational.
Downtime attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)

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− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)


− downTime (one or many)
DownTime associations:

− An instance of DownTime is always defined for a specific LSACandidate (inherited from


class KeyPerformanceIndicator)
DownTime interfaces:

− DownTime implements the ApplicabilityAssignmentItem <<interface>> (inherited from class


KeyPerformanceIndicator)
DownTime special recommendations:

− An LSACandidate can have multiple down time values depending on, for example
operational environment. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of downTime (ie, to the respective
instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple down time values being defined during different stages
of the LSA candidate life cycle. For example, one and the same LSA candidate can have
one ‘specified’ down time value, and one ‘actual’ down time value. These values must be
distinguished using the valueDetermination attribute for the respective instance of
downtime.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of DownTime has multiple downTime values without any additional


applicability statement, or multiple values with the same applicability statement, these
values are then to be interpreted as whichever is reached first

4.9.3.7 MaintenanceManHoursPerOperatingHour
The MaintenanceManHoursPerOperatingHour <<attributeGroup>> is a specialization of
KeyPerformanceIndicator, and represents the acceptable maintenance man hours per operating
hour, where maintenance man hours per operating hour is the ratio of maintenance man-hours
expended to the operating interval (as defined by the measurement base) of the
system/equipment.
MaintenanceManHoursPerOperatingHour attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− maintenanceManHoursPerOperatingHour (one or many)
MaintenanceManHoursPerOperatingHour associations:

− An instance of MaintenanceManHoursPerOperatingHour is always defined for a specific


LSACandidate (inherited from class KeyPerformanceIndicator)
MaintenanceManHoursPerOperatingHour interfaces:

− MaintenanceManHoursPerOperatingHour implements the ApplicabilityAssignmentItem


<<interface>> (inherited from class KeyPerformanceIndicator)
MaintenanceManHoursPerOperatingHour special recommendations:

− An LSACandidate can have multiple maintenance man hours per operating hour values
depending on, for example operational environment. These values must be distinguished by
the assignment of an ApplicabilityStatement to the respective instance of

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maintenanceManHoursPerOperatingHour (ie, to the respective instance of PropertyType).


Refer to Para 4.22.
− An LSACandidate can have multiple maintenance man hours per operating hour values
being defined during different stages of the LSA candidate life cycle. For example, one and
the same LSA candidate can have one ‘specified’ maintenance man hours per operating
hour value, and one ‘actual’ maintenance man hours per operating hour value. These
values must be distinguished using the valueDetermination attribute for the respective
instance of maintenanceManHoursPerOperatingHour.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of MaintenanceManHoursPerOperatingHour has multiple


maintenanceManHoursPerOperatingHour values without any additional applicability
statement, or multiple values with the same applicability statement, these values are then to
be interpreted as whichever is reached first

4.9.3.8 MeanTimeBetweenUnscheduledRemoval
The MeanTimeBetweenUnscheduledRemoval <<attributeGroup>> is a specialization of
KeyPerformanceIndicator, and represents the total number of operational units (eg, miles,
rounds, hours) divided by the total number of items removed from that system during a stated
period of time. This term is defined to exclude removals as either being scheduled or performed
in order to facilitate other maintenance and removals for product improvement.
MeanTimeBetweenUnscheduledRemoval attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− meanTimeBetweenUnscheduledRemoval (one or many)
MeanTimeBetweenUnscheduledRemoval associations:

− An instance of MeanTimeBetweenUnscheduledRemoval is always defined for a specific


LSACandidate (inherited from class KeyPerformanceIndicator)
MeanTimeBetweenUnscheduledRemoval interfaces:

− MeanTimeBetweenUnscheduledRemoval implements the ApplicabilityAssignmentItem


<<interface>> (inherited from class KeyPerformanceIndicator)
MeanTimeBetweenUnscheduledRemoval special recommendations:

− An LSACandidate can have multiple mean time between unscheduled removal values
depending on, for example operational environment. These values must be distinguished by
the assignment of an ApplicabilityStatement to the respective instance of
meanTimeBetweenUnscheduledRemoval value (ie, to the respective instance of
PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple mean time between unscheduled removal values being
defined during different stages of the LSA candidate life cycle. For example, one and the
same LSA candidate can have one ‘specified’ mean time between unscheduled removal
value and one ‘actual’ mean time between unscheduled removal value. These values must
be distinguished using the valueDetermination attribute for the respective instance of
meanTimeBetweenUnscheduledRemoval.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of MeanTimeBetweenUnscheduledRemoval has multiple


meanTimeBetweenUnscheduledRemoval values without any additional applicability

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statement, or multiple values with the same applicability statement, these values are then to
be interpreted as whichever is reached first

4.9.3.9 MeanTimeToRepair
The MeanTimeToRepair <<attributeGroup>> is a specialization of KeyPerformanceIndicator,
and represents the total elapsed time for corrective maintenance divided by the total number of
corrective maintenance actions during a given period of time.
MeanTimeToRepair attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− meanTimeToRepair (one or many)
MeanTimeToRepair associations:

− An instance of MeanTimeToRepair is always defined for a specific LSACandidate (inherited


from class KeyPerformanceIndicator).
MeanTimeToRepair interfaces:

− MeanTimeToRepair implements the ApplicabilityAssignmentItem <<interface>> (inherited


from class KeyPerformanceIndicator).
MeanTimeToRepair special recommendations:

− An LSACandidate can have multiple mean time to repair values depending on, for example
operational environment. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of meanTimeToRepair (ie, to the
respective instance of PropertyType). Refer to Para 4.22.An LSACandidate can have
multiple mean time to repair values being defined during different stages of the LSA
candidate life cycle. For example, one and the same LSA candidate can have one
‘specified’ mean time to repair value, and one ‘actual’ mean time to repair value. These
values must be distinguished using the valueDetermination attribute for the respective
instance of meanTimeToRepair.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of MeanTimeToRepair has multiple meanTimeToRepair values without any


additional applicability statement, or multiple values with the same applicability statement,
these values are then to be interpreted as whichever is reached first

4.9.3.10 DirectMaintenanceCost
The DirectMaintenanceCost <<attributeGroup>> is a specialization of KeyPerformanceIndicator,
and represents costs which include the shop maintenance man-hours, shop test man-hours,
repair cost (incl. required material). Statistical values which represent the occurrence rate like
Mean Time Between Failure (MTBF) and Mean Time Between Unscheduled Removal (MTBUR)
must be considered for that cost element.
DirectMaintenanceCost attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− directMaintenanceCost (one or many)
DirectMaintenanceCost associations:

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− An instance of DirectMaintenanceCost is always defined for a specific LSACandidate


(inherited from class KeyPerformanceIndicator)
DirectMaintenanceCost interfaces:

− DirectMaintenanceCost implements the ApplicabilityAssignmentItem <<interface>>


(inherited from class KeyPerformanceIndicator)
DirectMaintenanceCost special recommendations:

− An LSACandidate can have multiple direct maintenance cost values depending on, for
example operational environment. These values must be distinguished by the assignment
of an ApplicabilityStatement to the respective instance of the directMaintenanceCost (ie, to
the respective instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple direct maintenance cost values being defined during
different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ direct maintenance cost value, and one ‘actual’ direct
maintenance cost value. These values must be distinguished using the valueDetermination
attribute for the respective instance of directMaintenanceCost.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of DirectMaintenanceCost has multiple directMaintenanceCost values without


any additional applicability statement, or multiple values with the same applicability
statement, these values are then to be interpreted as whichever is reached first

4.9.3.11 ShopProcessingTime
The ShopProcessingTime <<attributeGroup>> is a specialization of KeyPerformanceIndicator,
and represents the duration from the start of the repair activities in the repair shop until the
closing of the repair procedure without considering any shipping and delay times.
ShopProcessingTime attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− shopProcessingTime (one or many)
ShopProcessingTime associations:

− An instance of ShopProcessingTime is always defined for a specific LSACandidate


(inherited from class KeyPerformanceIndicator)
ShopProcessingTime interfaces:

− ShopProcessingTime implements the ApplicabilityAssignmentItem <<interface>> (inherited


from class KeyPerformanceIndicator)
ShopProcessingTime special recommendations:

− An LSACandidate can have multiple shop processing time values depending on, for
example operational environment. These values must be distinguished by the assignment
of an ApplicabilityStatement to the respective instance of shopProcessingTime (ie, to the
respective instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple shop processing time values being defined during
different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ shop processing time value, and one ‘actual’ shop
processing time value. These values must be distinguished using the valueDetermination
attribute for the respective instance of shopProcessingTime.

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Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of ShopProcessingTime has multiple shopProcessingTime values without any


additional applicability statement, or multiple values with the same applicability statement,
these values are then to be interpreted as whichever is reached first

4.9.3.12 FailuresPerOperatingHour
The FailuresPerOperatingHour <<attributeGroup>> is a specialization of
KeyPerformanceIndicator, and represents the failure rate, expressed in failures per operating
hour. The FailuresPerOperatingHour defines a specified value which will be the maximum
acceptable failure behavior of a component.
FailuresPerOperatingHour attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− failuresPerOperatingHour (one or many)
FailuresPerOperatingHour associations:

− An instance of FailuresPerOperatingHour is always defined for a specific LSACandidate


(inherited from class KeyPerformanceIndicator).
FailuresPerOperatingHour interfaces:

− FailuresPerOperatingHour implements the ApplicabilityAssignmentItem <<interface>>


(inherited from class KeyPerformanceIndicator).
FailuresPerOperatingHour special recommendations:

− An LSACandidate can have multiple failures per operating hour values depending on, for
example operational environment. These values must be distinguished by the assignment
of an ApplicabilityStatement to the respective instances of failuresPerOperatingHour (ie, to
the respective instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple failures per operating hour values being defined during
different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ failures per operating hour value, and one ‘actual’
failures per operating hour value. These values must be distinguished using the
valueDetermination attribute for the respective instance of failuresPerOperatingHour.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of FailuresPerOperatingHour has multiple failuresPerOperatingHour values


without any additional applicability statement, or multiple values with the same applicability
statement, these values are then to be interpreted as whichever is reached first

4.9.3.13 ReplacementTime
The ReplacementTime <<attributeGroup>> is a specialization of KeyPerformanceIndicator, and
represents the duration of the replacement of a (eg, faulty) component within any technical
system by another (eg, new) component.
Note
The contracted/allocated/specified ReplacementTime defines a specified value which will
be the maximum acceptable duration for component replacement. In practice, this value
can be used to document for example, a customer's requirement to be able to perform 98%
of all replacement tasks below a specified value of two hours (= maximum replacement
time).

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ReplacementTime attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− replacementTime (one or many)
ReplacementTime associations:

− An instance of ReplacementTime is always defined for a specific LSACandidate (inherited


from class KeyPerformanceIndicator)
ReplacementTime interfaces:

− ReplacementTime implements the ApplicabilityAssignmentItem <<interface>> (inherited


from class KeyPerformanceIndicator)
ReplacementTime special recommendations:

− An LSACandidate can have multiple replacement time values depending on, for example
operational environment. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of replacementTime (ie, to the respective
instance of PropertyType). Refer to Para 4.22.An LSACandidate can have multiple
replacement time values being defined during different stages of the LSA candidate life
cycle. For example, one and the same LSA candidate can have one ‘specified’ replacement
time value, and one ‘actual’ replacement time value. These values must be distinguished
using the valueDetermination attribute for the respective instance of replacementTime.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of ReplacementTime has multiple replacementTime values without any


additional applicability statement, or multiple values with the same applicability statement,
these values are then to be interpreted as whichever is reached first.

4.9.3.14 LifeCycleCost
The LifeCycleCost <<attributeGroup>> is a specialization of KeyPerformanceIndicator, and
represents the total calculated cost for an LSA Candidate throughout its planned life.
LifeCycleCost attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− lifeCycleCost (one or many)
LifeCycleCost associations:

− An instance of LifeCycleCost is always defined for a specific LSACandidate (inherited from


class KeyPerformanceIndicator)
LifeCycleCost interfaces:

− LifeCycleCost implements the ApplicabilityAssignmentItem <<interface>> (inherited from


class KeyPerformanceIndicator)
LifeCycleCost special recommendations:

− An LSACandidate can have multiple life cycle cost values depending on, for example
operational environment. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of lifeCycleCost (ie, to the respective
instance of PropertyType). Refer to Para 4.22.

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− An LSACandidate can have multiple life cycle cost values being defined during different
stages of the LSA candidate life cycle. For example, one and the same LSA candidate can
have one ‘specified’ life cycle cost value, and one ‘actual’ life cycle cost value. These values
must be distinguished using the valueDetermination attribute for the respective instance of
lifeCycleCost.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of LifeCycleCost has multiple lifeCycleCost values without any additional


applicability statement, or multiple values with the same applicability statement, these
values are then to be interpreted as whichever is reached first.

4.9.3.15 MeanTimeBetweenFailure
The MTBF <<attributeGroup>> is a specialization of KeyPerformanceIndicator, where the MTBF
is the total operational life of a population of an LSA Candidate divided by the total number of
failures within the population during a particular measurement interval. The definition holds for
time, rounds, miles, events, or other measure of life units.
MeanTimeBetweenFailure attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− meanTimeBetweenFailure (one or many)
MeanTimeBetweenFailure associations:

− An instance of MeanTimeBetweenFailure is always defined for a specific LSACandidate


(inherited from class KeyPerformanceIndicator)
− An optional association with zero, one or many instances of the <<attributeGroup>>
CorrectionFactor
MeanTimeBetweenFailure interfaces:

− MeanTimeBetweenFailure implements the ApplicabilityAssignmentItem <<interface>>


(inherited from class KeyPerformanceIndicator)
MeanTimeBetweenFailure special recommendations:

− An LSACandidate can have multiple mean time between failure values depending on, for
example operational environment. These values must be distinguished by the assignment
of an ApplicabilityStatement to the respective instance of meanTimeBetweenFailure (ie, to
the respective instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple mean time between failure values being defined during
different stages of the LSA candidate life cycle. For example, one and the same LSA
candidate can have one ‘specified’ mean time between failure value, and one ‘actual’ mean
time between failure value. These values must be distinguished using the
valueDetermination attribute for the respective instance of meanTimeBetweenFailure.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of MeanTimeBetweenFailure has multiple meanTimeBetweenFailure values


without any additional applicability statement, or multiple values with the same applicability
statement, these values are then to be interpreted as whichever is reached first

4.9.3.16 FailureRate
The FailureRate <<attributeGroup>> is a specialization of KeyPerformanceIndicator, where the
failure rate is the total number of failures within a population of an LSA Candidate item divided

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by the total functional life of the population during the measurement interval. The definition
holds for time, rounds, miles, cycles or other measures of life units.
FailureRate attributes:

− keyPerformanceIndicatorMethod (inherited from class KeyPerformanceIndicator)


− keyPerformanceIndicatorStatus (inherited from class KeyPerformanceIndicator)
− keyPerformanceIndicatorPercentile (inherited from class KeyPerformanceIndicator)
− failureRate (one or many)
FailureRate associations:

− An instance of FailureRate is always defined for a specific LSACandidate (inherited from


class KeyPerformanceIndicator)
− An optional association with zero, one or many instances of the <<attributeGroup>>
CorrectionFactor
FailureRate interfaces:

− FailureRate implements the ApplicabilityAssignmentItem <<interface>> (inherited from class


KeyPerformanceIndicator)
FailureRate special recommendations:

− An LSACandidate can have multiple failure rate values depending on, for example
operational environment. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instances of failureRate (ie, to the respective
instance of PropertyType). Refer to Para 4.22.
− An LSACandidate can have multiple failure rate values being defined during different stages
of the LSA candidate life cycle. For example, one and the same LSA candidate can have
one ‘specified’ failure rate value, and one ‘actual’ failure rate value. These values must be
distinguished using the valueDetermination attribute for the respective instance of
failureRate.
Note
valueDetermination is an attribute of the PropertyType primitive.

− If an instance of FailureRate has multiple failureRate values without any additional


applicability statement, or multiple values with the same applicability statement, these
values are then to be interpreted as whichever is reached first

4.9.3.17 CorrectionFactor
The CorrectionFactor <<attributeGroup>> defines a correction factor for an associated failure
rate or mean time between failure value. Correction factors can be defined for eg, the following
situations:

− Usage of the associated LSACandidate under specific conditions, eg, environment which
causes additional stress to the system (sand, extreme temperatures, salty environment)
− Usage of a PartAsDesigned at a specific location in a Product Breakdown
CorrectionFactor attributes:

− correctionFactor
− correctionFactorJustification (zero or one)
− correctionFactorDate (zero or one)
The CorrectionFactor class must implement the following <<interface>>:

− ApplicabilityAssignmentItem. Refer to Para 4.22.


CorrectionFactor associations:

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− An instance of CorrectionFactor is always associated with a specific instance of either


MeanTimeBetweenFailure or FailureRate
CorrectionFactor special recommendations:

− A CorrectionFactor is always dependent upon eg, operational environment or location within


a Product. This condition must be made explicit by the assignment of an
ApplicabilityStatement. Refer to Para 4.22.

4.9.4 UoF LSA Candidate - Additions to referenced class and interface definitions
4.9.4.1 PartAsDesigned
The PartAsDesigned class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− LSACandidate

4.9.4.2 BreakdownElementRevision
The BreakdownElementRevision class defined in UoF Breakdown Structure must also
implement the following additional <<interface>>:

− LSACandidate

4.10 UoF LSA Candidate Analysis Activity


4.10.1 Overall description
The LSA Candidate Analysis Activity UoF, Fig 27, supports the selection and justification of LSA
activities to be performed for the respective LSA Candidate.
Note
LSA Candidate analysis activities are only to be documented for those PartAsDesigned and
BreakdownElementRevisions that are identified as being LSA Candidates (full or partial).
Note
There is no requirement that all types of LSA activities must be performed for every single
LSA Candidate, but there is a requirement to document the decision made for each
combination of LSA Candidate and LSA activity.

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4.10.2 Graphical representation

ICN-B6865-S3000L0224-003-00
Fig 27 S3000L UoF LSA Candidate Analysis Activity - class model

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4.10.3 UoF LSA Candidate Analysis Activity - New class and interface definitions
4.10.3.1 CandidateItemAnalysisActivity
The CandidateItemAnalysisActivity class identifies the LSA activities that can be performed for
the respective LSA Candidate, the rationale behind it, and the recorded status for the respective
analysis activity.
Each identified LSA activity can also be associated with zero, one or many documents, eg,
documents containing the results from the LSA activity.
Note
LSA activities are often selected during the LSA guidance conference.
Note
LSA activities can be defined for LSA Candidates at any level of indenture.
Note
The CandidateItemAnalysisActivity class is an abstract class, ie, the class itself will never
be instantiated but any of its subclasses can. Subclasses of CandidateItemAnalysisActivity
are:

• LSACandidateComparativeAnalysisActivity
• LSACandidateHumanFactorAnalysisActivity
• LSACandidateReliabilityAnalysisActivity
• LSACandidateMaintainabilityAnalysisActivity
• LSACandidateTestabilityAnalysisActivity
• LSACandidateFailureModeAndEffectAnalysisActivity
• LSACandidateDamageAnalysisActivity
• LSACandidateSpecialEventAnalysisActivity
• LSACandidateLevelOfRepairAnalysisActivity
• LSACandidateMaintenanceTaskAnalysisActivity
• LSACandidateSoftwareDataLoadingAnalysisActivity
• LSACandidateSoftwareSupportAnalysisActivity
• LSACandidateOperationalAnalysisActivity
• LSACandidateSimulationOperationalScenariosAnalysisActivity
• LSACandidateTrainingNeedsAnalysisActivity
• LSACandidateOtherAnalysisActivity
CandidateItemAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator
− candidateItemAnalysisActivityRationale
− candidateItemAnalysisActivityStatus
− candidateItemAnalysisActivityDate
Subclasses of CandidateItemAnalysisActivity class must also implement the following
interfaces:

− The DocumentAssignmentItem <<interface>> which allows for any


CandidateItemAnalysisActivity to refer to documents, or portions of documents, that
contains eg, the analysis result. Refer to Para 4.20.
− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.2 LSACandidateComparativeAnalysisActivity
The LSACandidateComparativeAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding comparative analysis
for the LSA Candidate under consideration.

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Note
An instance of class LSACandidateComparativeAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateComparativeAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateComparativeAnalysisActivity associations:

− An association with the LSACandidate for which the LSA Candidate comparative analysis
activity will be performed
The LSACandidateComparativeAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.3 LSACandidateHumanFactorAnalysisActivity
The LSACandidateHumanFactorAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding human factor analysis
for the LSA Candidate under consideration.
Note
An instance of class LSACandidateHumanFactorAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateHumanFactorAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateHumanFactorAnalysisActivity associations:

− An association with the LSACandidate for which the LSA Candidate human factor analysis
activity will be performed
The LSACandidateHumanFactorAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.4 LSACandidateReliabilityAnalysisActivity
The LSACandidateReliabilityAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding reliability analysis for
the LSA Candidate under consideration.
Note
An instance of class LSACandidateReliabilityAnalysisActivity has no meaning by itself, but
only in the context of a specific LSACandidate.
LSACandidateReliabilityAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)

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− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateReliabilityAnalysisActivity associations:

− An association with the LSACandidate for which the LSA Candidate reliability analysis
activity will be performed
The LSACandidateReliabilityAnalysisActivity class must also implement the following interfaces
(inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.5 LSACandidateMaintainabilityAnalysisActivity
The LSACandidateMaintainabilityAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding maintainability
analysis for the LSA Candidate under consideration.
Note
An instance of class LSACandidateMaintainabilityAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateMaintainabilityAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateMaintainabilityAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate maintainability analysis
activity will be performed
The LSACandidateMaintainabilityAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.6 LSACandidateTestabilityAnalysisActivity
The LSACandidateTestabilityAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding testability analysis for
the LSA Candidate under consideration.
Note
An instance of class LSACandidateTestabilityAnalysisActivity has no meaning by itself, but
only in the context of a specific LSACandidate.
LSACandidateTestabilityAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateTestabilityAnalysisActivity associations:

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− An association with the LSACandidate for which the LSA candidate testability analysis
activity will be performed
The LSACandidateTestabilityAnalysisActivity class must also implement the following interfaces
(inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.7 LSACandidateFailureModeAndEffectAnalysisActivity
The LSACandidateFailureModeAndEffectAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding failure mode and
effect analysis (LSA FMEA) for the LSA Candidate under consideration.
Note
An instance of class LSACandidateFailureModeAndEffectAnalysisActivity has no meaning
by itself, but only in the context of a specific LSACandidate.
LSACandidateFailureModeAndEffectAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateFailureModeAndEffectAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate failure mode and effect
analysis activity will be performed
The LSACandidateFailureModeAndEffectAnalysisActivity class must also implement the
following interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.8 LSACandidateDamageAnalysisActivity
The LSACandidateDamageAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding damage analysis for
the LSA Candidate under consideration.
Note
An instance of LSACandidateDamageAnalysisActivity has no meaning by itself, but only in
the context of a specific LSACandidate.
LSACandidateDamageAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateDamageAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate damage analysis
activity will be performed
The LSACandidateDamageAnalysisActivity class must also implement the following interfaces
(inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.

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− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.9 LSACandidateSpecialEventAnalysisActivity
The LSACandidateSpecialEventAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding special events
analysis for the LSA Candidate under consideration.
Note
An instance of class LSACandidateSpecialEventAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateSpecialEventAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateSpecialEventAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate special event analysis
activity will be performed
The LSACandidateSpecialEventAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.10 LSACandidateLevelOfRepairAnalysisActivity
The LSACandidateLevelOfRepairAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding level of repair analysis
(LORA) for the LSA Candidate under consideration.
Note
An instance of class LSACandidateLevelOfRepairAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateLevelOfRepairAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateLevelOfRepairAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate level of repair analysis
activity will be performed
The LSACandidateLevelOfRepairAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.11 LSACandidateMaintenanceTaskAnalysisActivity
The LSACandidateMaintenanceTaskAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding maintenance task
analysis for the LSA Candidate under consideration.

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Note
An instance of class LSACandidateMaintenanceTaskAnalysisActivity has no meaning by
itself, but only in the context of a specific LSACandidate.
LSACandidateMaintenanceTaskAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateMaintenanceTaskAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate maintenance task
analysis activity will be performed
The LSACandidateMaintenanceTaskAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>.. Refer to Para 4.13.

4.10.3.12 LSACandidateSoftwareDataLoadingAnalysisActivity
The LSACandidateSoftwareDataLoadingAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding software data loading
analysis for the LSA Candidate under consideration.
Note
An instance of class LSACandidateSoftwareDataLoadingAnalysisActivity has no meaning
by itself, but only in the context of a specific LSACandidate.
LSACandidateSoftwareDataLoadingAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateSoftwareDataLoadingAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate software data loading
analysis activity will be performed
The LSACandidateSoftwareDataLoadingAnalysisActivity class must also implement the
following interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.The


TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.13 LSACandidateSoftwareSupportAnalysisActivity
The LSACandidateSoftwareSupportAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding software support
analysis for the LSA Candidate under consideration.
Note
An instance of class LSACandidateSoftwareSupportAnalysisActivity has no meaning by
itself, but only in the context of a specific LSACandidate.
LSACandidateSoftwareSupportAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)

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− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateSoftwareSupportAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate software support
analysis activity will be performed
The LSACandidateSoftwareSupportAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.14 LSACandidateOperationalAnalysisActivity
The LSACandidateOperationalAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding operational analysis
for the LSA Candidate under consideration.
Note
An instance of class LSACandidateOperationalAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateOperationalAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateOperationalAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate operational analysis
activity will be performed
The LSACandidateOperationalAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.15 LSACandidateSimulationOperationalScenariosAnalysisActivity
The LSACandidateSimulationOperationalScenariosAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding simulation of
operational scenarios for the LSA Candidate under consideration.
Note
An instance of class LSACandidateSimulationOperationalScenariosAnalysisActivity has no
meaning by itself, but only in the context of a specific LSACandidate.
LSACandidateSimulationOperationalScenariosAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateSimulationOperationalScenariosAnalysisActivity associations:

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− An association with the LSACandidate for which the LSA candidate simulation operational
scenarios analysis activity will be performed
The LSACandidateSimulationOperationalScenariosAnalysisActivity class must also implement
the following interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.16 LSACandidateTrainingNeedsAnalysisActivity
The LSACandidateTrainingNeedsAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding training needs
analysis for the LSA Candidate under consideration.
Note
An instance of class LSACandidateTrainingNeedsAnalysisActivity has no meaning by itself,
but only in the context of a specific LSACandidate.
LSACandidateTrainingNeedsAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateTrainingNeedsAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate training needs analysis
activity will be performed
The LSACandidateTrainingNeedsAnalysisActivity class must also implement the following
interfaces (inherited from class CandidateItemAnalysisActivity):

− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.3.17 LSACandidateOtherAnalysisActivity
The LSACandidateOtherAnalysisActivity class is a specialization of
CandidateItemAnalysisActivity, and records the decision made regarding additional types of
analysis activities that needs to be performed for the LSA Candidate under consideration, apart
from those defined in Para 4.10.3.1 to Para 4.10.3.16.
Note
An instance of class LSACandidateOtherAnalysisActivity has no meaning by itself, but only
in the context of a specific LSACandidate.
LSACandidateOtherAnalysisActivity attributes:

− candidateItemAnalysisActivityIndicator (inherited from class CandidateItemAnalysisActivity)


− candidateItemAnalysisActivityRationale (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityStatus (inherited from class CandidateItemAnalysisActivity)
− candidateItemAnalysisActivityDate (inherited from class CandidateItemAnalysisActivity)
LSACandidateOtherAnalysisActivity associations:

− An association with the LSACandidate for which the LSA candidate other analysis activity
will be performed
The LSACandidateOtherAnalysisActivity class must also implement the following interfaces
(inherited from class CandidateItemAnalysisActivity):

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− The DocumentAssignmentItem <<interface>>. Refer to Para 4.20.


− The TaskRequirementJustificationItem <<interface>>. Refer to Para 4.13.

4.10.4 UoF LSA Candidate Analysis Activity - Additions to referenced class and interface
definitions
4.10.4.1 LSACandidate
Any class that implements the LSACandidate <<interface>> defined in UoF LSA Candidate
must also implement the following additional associations:

− An association with LSACandidateComparativeAnalysisActivity


− An association with LSACandidateHumanFactorAnalysisActivity
− An association with LSACandidateReliabilityAnalysisActivity
− An association with LSACandidateMaintainabilityAnalysisActivity
− An association with LSACandidateTestabilityAnalysisActivity
− An association with LSACandidateFailureModeAndEffectAnalysisActivity
− An association with LSACandidateDamageAnalysisActivity
− An association with LSACandidateSpecialEventAnalysisActivity
− An association with LSACandidateLevelOfRepairAnalysisActivity
− An association with LSACandidateMaintenanceTaskAnalysisActivity
− An association with LSACandidateSoftwareDataLoadingAnalysisActivity
− An association with LSACandidateSoftwareSupportAnalysisActivity
− An association with LSACandidateOperationalAnalysisActivity
− An association with LSACandidateSimulationOperationalScenariosAnalysisActivity
− An association with LSACandidateTrainingNeedsAnalysisActivity
− An association with LSACandidateOtherAnalysisActivity
Note
Only those instances of BreakdownElementRevision and PartAsDesigned (ie, instances of
those classes that implement the LSACandidate <<interface>>) that are selected as LSA
Candidates must identify analysis activities to be performed.

4.11 UoF LSA FMEA


4.11.1 Overall description
The LSA FMEA UoF, Fig 28, supports the recording of the results from the following LSA
activities:

− LSA FMEA
− Testability analysis
Hardware items that have been identified as LSA candidates are the starting point for the LSA
FMEA.
Technical failure modes causing one and the same combination of failure mode signature and
maintenance procedure will be grouped into a single LSA failure mode. A failure mode signature
is made up from all registered alarms and observations which are expected for the failure mode
under consideration. Registered alarms are always detected by a detection mean, whilst
observations can either be detected by a detection mean and eg, be presented on a display
panel or be observed through a failure mode effect such as loss of function.
Each LSA failure mode will be associated with a requirement for a rectifying task, where the
task requirement represents the need for an identified maintenance procedure. Each LSA
failure mode can also be associated with a requirement for a troubleshooting procedure.
The target item (hardware element or part) for which the task requirement is identified need not
be the same hardware element or part as for which the original technical failure modes was
identified.

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While grouping, failure rates for the item under analysis can either be distributed to the
respective LSA failure mode or be defined explicitly for each LSA failure mode (attribute
failureModeFailureRate). A distributed failure rate can be defined either by ratio, or by
qualitative measures (rating).
Each possible failure mode can be detected by, either an automatic detection mean, Built-in-
Test (BIT), or by other functional/physical symptoms. The failure mode effects defined in the
technical FMEA/FMECA can be considered as a guideline for functional/physical symptoms.
The ability to localize the unit that fails (without ambiguity) can be rated using qualitative
measures.
Note
The data model does not mandate the recording of technical failure modes, ie, a project
can choose to just identify LSA failure modes related to the need for failure detection
(failure mode signature) and removal of Line Replaceable Unit (LRU) or Shop Replaceable
Unit (SRU).

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4.11.2 Graphical representation

ICN-B6865-S3000L0261-001-00
Fig 28 S3000L UoF LSA FMEA - class model

4.11.3 UoF LSA FMEA - New class and interface definitions

4.11.3.1 FailureAnalysisItem
The FailureAnalysisItem <<interface>> is implemented by classes that represent hardware
items.
Classes that implement the FailureAnalysisItem <<interface>> are:

− HardwareElementRevision
− HardwarePartAsDesigned
Classes that implement the FailureAnalysisItem <<interface>> must implement the following
association:

− An optional aggregation association with one or many instances of FailureMode

4.11.3.2 FailureMode
The FailureMode class supports the definition of possible failure modes for a specific hardware
item.

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Note
An instance of class FailureMode has no meaning by itself, but only in the context of a
hardware item (FailureAnalysisItem).
Note
The FailureMode class is an abstract class, ie, the class itself will never be instantiated but
any of its subclasses can. Subclasses of FailureMode are:

• TechnicalFailureMode
• LSAFailureMode.
FailureMode attributes:

− failureModeIdentifier
− failureModeDescription
− failureModeFailureRate (zero, one or many)
− failureModeDetectionAbilityRating (zero or one)
− failureModeDetectionAbilityDescription (zero or one)
− failureModeLocalizationAbilityRating (zero or one)
− failureModeLocalizationAbilityDescription (zero or one)
− failureModeIsolationRate (zero or one)
Note
The failureModeDetectionAbilityRating and failureModeLocalizationAbilityRating attributes
are both of data type DatedClassification, ie, both ratings must have an associated date
representing the date when the rating was performed.
FailureMode associations:

− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the failure mode has been identified (via the
FailureAnalysisItem <<interface>>)
− An optional association with zero, one or many instances of FailureModeEffect that can be
observed in order to detect the failure mode
− An optional association with zero, one or many instances of DetectionMeanAlarm that can
be observed and/or recorded in order to detect the failure mode (via instances of the
FailureModeDetection <<relationship>> class)
FailureMode special recommendations:

− The failureModeFailureRate attribute can have multiple failure rate values, eg, depending
on operational environment. These must be distinguished by the assignment of
ApplicabilityStatement to the instances of failureModeFailureRate value (ie, the instances of
PropertyType). Refer to Para 4.22.

4.11.3.3 TechnicalFailureMode
The TechnicalFailureMode class is a specialization of FailureMode, and supports the definition
of technical failure modes for a specific hardware item.
Note
An instance of class TechnicalFailureMode has no meaning by itself, but only in the context
of a hardware item.
TechnicalFailureMode attributes:

− failureModeIdentifier (inherited from class FailureMode)


− failureModeDescription (inherited from class FailureMode)
− failureModeFailureRate (inherited from class FailureMode)
− failureModeDetectionAbilityRating (inherited from class FailureMode)

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− failureModeDetectionAbilityDescription (inherited from class FailureMode)


− failureModeLocalizationAbilityRating (inherited from class FailureMode)
− failureModeLocalizationAbilityDescription (inherited from class FailureMode)
− failureModeIsolationRate (inherited from class FailureMode)
Note
The failureModeDetectionAbilityRating and failureModeLocalizationAbilityRating attributes
are both of data type DatedClassification, ie, both ratings must have an associated date
representing the date when the rating was performed.
TechnicalFailureMode associations:

− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the technical failure mode has been identified
(inherited from class FailureMode)
− An optional association with zero, one or many instances of FailureModeEffect that can be
observed in order to detect the technical failure mode (inherited from class FailureMode)
− An optional association with zero, one or many instances of DetectionMeanAlarm that can
be observed and/or recorded in order to detect the technical failure mode (inherited from
class FailureMode)
− An optional association with zero or one LSAFailureMode (for grouping of technical failure
modes)
TechnicalFailureMode special recommendations:

− The failureModeFailureRate attribute can have multiple failure rate values, eg, depending
on operational environment. These must be distinguished by the assignment of
ApplicabilityStatement to the instances of failureModeFailureRate value (ie, the instances of
PropertyType). Refer to Para 4.22.

4.11.3.4 LSAFailureMode
The LSAFailureMode class is a specialization of FailureMode, and supports the grouping of
identified technical failure modes which leads to the same combination of failure mode signature
(troubleshooting) and maintenance procedure.
Note
An instance of class LSAFailureMode has no meaning by itself, but only in the context of a
hardware item.
The LSAFailureMode has two specializations which can be used to record the probability for an
individual LSA failure mode to occur in relation to the entire population of LSA failure modes
identified for the related hardware item (HardwarePartAsDesigned or
HardwareElementRevision). These specializations are LSAFailureModeWithDistributionRatio
and LSAFailureModeWithDistributionRating, respectively.
LSAFailureMode attributes:

− failureModeIdentifier (inherited from class FailureMode)


− failureModeDescription (inherited from class FailureMode)
− failureModeFailureRate (inherited from class FailureMode)
− failureModeDetectionAbilityRating (inherited from class FailureMode)
− failureModeDetectionAbilityDescription (inherited from class FailureMode)
− failureModeLocalizationAbilityRating (inherited from class FailureMode)
− failureModeLocalizationAbilityDescription (inherited from class FailureMode)
− failureModeIsolationRate (inherited from class FailureMode)

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Note
The failureModeDetectionAbilityRating and failureModeLocalizationAbilityRating attributes
are both of data type DatedClassification, ie, both ratings must have an associated date
representing the date when the rating was performed.
LSAFailureMode associations:

− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the LSA failure mode has been identified (inherited
from class FailureMode)
− An optional association with zero, one or many instances of FailureModeEffect that can be
observed in order to detect the LSA failure mode (inherited from class FailureMode)
− An optional association with zero, one or many instances of DetectionMeanAlarm that can
be observed and/or recorded in order to detect the LSA failure mode (inherited from class
FailureMode)
− An optional association with zero, one or many instances of TechnicalFailureMode which
are grouped into the LSAFailureMode
LSAFailureMode interfaces:

− LSAFailureMode implements the TaskRequirementJustificationItem <<interface>>


LSAFailureMode special recommendations:

− The failureModeFailureRate attribute can have multiple failure rate values, eg, depending
on operational environment. These must be distinguished by the assignment of
ApplicabilityStatement to the instances of failureModeFailureRate value (ie, the instances of
PropertyType). Refer to Para 4.22.

4.11.3.5 LSAFailureModeWithDistributionRatio
The LSAFailureModeWithDistributionRatio class is a specialization of LSAFailureMode, and
records the ratio for an individual LSA failure mode to occur in relation to the entire population of
LSA failure modes identified for the related hardware item (HardwarePartAsDesigned or
HardwareElementRevision).
Note
An instance of class LSAFailureModeWithDistributionRatio has no meaning by itself, but
only in the context of a specific hardware item.
LSAFailureModeWithDistributionRatio attributes:

− failureModeIdentifier (inherited from class FailureMode)


− failureModeDescription (inherited from class FailureMode)
− failureModeFailureRate (inherited from class FailureMode)
− failureModeDetectionAbilityRating (inherited from class FailureMode)
− failureModeDetectionAbilityDescription (inherited from class FailureMode)
− failureModeLocalizationAbilityRating (inherited from class FailureMode)
− failureModeLocalizationAbilityDescription (inherited from class FailureMode)
− failureModeIsolationRate (inherited from class FailureMode)
− LSAFailureModeDistributionRatio
Note
The failureModeDetectionAbilityRating and failureModeLocalizationAbilityRating attributes
are both of data type DatedClassification, ie, both ratings must have an associated date
representing the date when the rating was performed.
LSAFailureModeWithDistributionRatio associations:

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− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the LSAFailureModeWithDistributionRatio has been
identified (inherited from class FailureMode)
− An optional association with zero, one or many instances of FailureModeEffect that can be
observed in order to detect the LSAFailureModeWithDistributionRatio (inherited from class
FailureMode)
− An optional association with zero, one or many instances of DetectionMeanAlarm that can
be observed and/or recorded in order to detect the LSAFailureModeWithDistributionRatio
(inherited from class FailureMode)
− An optional association with zero, one or many instances of TechnicalFailureMode which
are grouped into the LSAFailureModeWithDistributionRatio (inherited from class
LSAFailureMode)
LSAFailureModeWithDistributionRatio interfaces:

− LSAFailureModeWithDistributionRatio implements the TaskRequirementJustificationItem


<<interface>> (inherited from class LSAFailureMode)
LSAFailureModeWithDistributionRatio special recommendations:

− The failureModeFailureRate attribute must not be populated for an instance of


LSAFailureModeWithDistributionRatio
− The LSAFailureModeDistributionRatio attribute can have multiple distribution ratio values,
eg, depending on operational environment. These must be distinguished by the assignment
of ApplicabilityStatement to the instances of LSAFailureModeDistributionRatio value (ie, the
instances of PropertyType). Refer to Para 4.22.
Note
The sum of distribution ratios applicable under the same conditions must always equal one
for each item under analysis.

4.11.3.6 LSAFailureModeWithDistributionRating
The LSAFailureModeWithDistributionRating class is a specialization of LSAFailureMode, and
records the rating for the occurrence of an individual LSA failure mode in relation to the entire
population of LSA failure modes identified for the related hardware item
(HardwarePartAsDesigned or HardwareElementRevision).
Note
An instance of class LSAFailureModeWithDistributionRating has no meaning by itself, but
only in the context of a specific hardware item.
LSAFailureModeWithDistributionRating attributes:

− failureModeIdentifier (inherited from class FailureMode)


− failureModeDescription (inherited from class FailureMode)
− failureModeFailureRate (inherited from class FailureMode)
− failureModeDetectionAbilityRating (inherited from class FailureMode)
− failureModeDetectionAbilityDescription (inherited from class FailureMode)
− failureModeLocalizationAbilityRating (inherited from class FailureMode)
− failureModeLocalizationAbilityDescription (inherited from class FailureMode)
− failureModeIsolationRate (inherited from class FailureMode)
− LSAFailureModeDistributionRating
Note
The failureModeDetectionAbilityRating and failureModeLocalizationAbilityRating attributes
are both of data type DatedClassification, ie, both ratings must have an associated date
representing the date when the rating was performed.
LSAFailureModeWithDistributionRating associations:

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− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the LSAFailureModeWithDistributionRating has been
identified (inherited from class FailureMode)
− An optional association with zero, one or many instances of FailureModeEffect that can be
observed in order to detect the LSAFailureModeWithDistributionRating (inherited from class
FailureMode)
− An optional association with zero, one or many instances of DetectionMeanAlarm that can
be observed and/or recorded in order to detect the LSAFailureModeWithDistributionRating
(inherited from class FailureMode)
− An optional association with zero, one or many instances of TechnicalFailureMode which
are grouped into the LSAFailureModeWithDistributionRating (inherited from class
LSAFailureMode)
LSAFailureModeWithDistributionRating interfaces:

− LSAFailureModeWithDistributionRating implements the TaskRequirementJustificationItem


<<interface>> (inherited from class LSAFailureMode)
LSAFailureModeWithDistributionRating special recommendations:

− The failureModeFailureRate attribute must not be populated for an instance of


LSAFailureModeWithDistributionRating
− The LSAFailureModeDistributionRating attribute can have multiple distribution rating values,
eg, depending on operational environment. These must be distinguished by the assignment
of ApplicabilityStatement to the instances of LSAFailureModeDistributionRating value (ie,
the instances of ClassificationType). Refer to Para 4.22.

4.11.3.7 FailureModeEffect
The FailureModeEffect class defines the consequences of an identified failure mode and its
effect on the local/next higher/end item operation, function, or status.
Note
An instance of class FailureModeEffect has no meaning by itself, but only in the context of
an identified FailureMode.
Note
The FailureModeEffect class is an abstract class, ie, an instantiation of FailureModeEffect
must be done using any of its specializations:

• LocalFailureModeEffect
• HigherFailureModeEffect
FailureModeEffect attributes:

− failureModeEffect
FailureModeEffect associations:

− An association with the FailureMode that causes the identified FailureModeEffect

4.11.3.8 LocalFailureModeEffect
The LocalFailureModeEffect class is a specialization of FailureModeEffect, and identifies the
consequences of each postulated failure/damage mode affecting the hardware item
(HardwarePart or HardwareElementRevision) under analysis. It is possible for the local effect to
be the failure mode itself.
Note
An instance of class LocalFailureModeEffect has no meaning by itself, but only in the
context of an identified FailureMode.

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LocalFailureModeEffect attributes:

− failureModeEffect (inherited from class FailureModeEffect)


LocalFailureModeEffect associations:

− An association with the FailureMode that causes the identified LocalFailureModeEffect


(inherited from class FailureModeEffect)

4.11.3.9 HigherFailureModeEffect
The HigherFailureModeEffect class is a specialization of FailureModeEffect, and identifies the
consequences of each failure/damage mode affecting the next higher indenture level, or the
essential functions affecting system/equipment operating capability and mission completion
capability.
Note
An instance of class HigherFailureModeEffect has no meaning by itself, but only in the
context of an identified FailureMode.
HigherFailureModeEffect attributes:

− failureModeEffect (inherited from class FailureModeEffect)


− failureModeEffectLevel
HigherFailureModeEffect associations:

− An association with the FailureMode that causes the identified HigherFailureModeEffect


(inherited from class FailureModeEffect)
− An association with the BreakdownElementRevision that represents a higher level
indentured equipment, system or end item

4.11.3.10 DetectionMeanItem
The DetectionMeanItem <<interface>> is implemented by those classes whose instances can
be used for the detection and/or localization of one or many failure modes.
Classes that implements the DetectionMeanItem <<interface>> are:

− HardwareElementRevision
− HardwarePartAsDesigned
Classes that implement the DetectionMeanItem <<interface>> must also implement the
following association:

− An optional association with one or many instances of DetectionMeanCapability

4.11.3.11 DetectionMeanCapability
The DetectionMeanCapability class supports the definition and description of the detection
mean capabilities realized by a specific hardware item.
Note
An instance of class DetectionMeanCapability has no meaning by itself, but only in the
context of a specific hardware item (HardwarePartAsDesigned or
HardwareElementRevision).
DetectionMeanCapability attributes:

− detectionMeanDescription
− detectionMeanType
DetectionMeanCapability associations:

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− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the DetectionMeanCapability has been defined
− An association with one or many instances of DetectionMeanAlarm implemented by the
hardware item (DetectionMeanItem) under consideration

4.11.3.12 DetectionMeanAlarm
The DetectionMeanAlarm class supports the definition and description of alarms being
implemented by a specific detection mean.
Note
An instance of class DetectionMeanAlarm has no meaning by itself, but only in the context
of a specific DetectionMeanCapability.
DetectionMeanAlarm attributes:

− detectionMeanAlarmDescription
− detectionMeanFalseAlarmRate (zero or one)
− detectionMeanAlarmPresentation (zero or one)
DetectionMeanCapability associations:

− An association with the DetectionMeanCapability for which the DetectionMeanAlarm has


been defined
− An optional association with zero, one or many instances of FailureMode which can be
observed, detected and/or localized by the DetectionMeanAlarm under consideration (via
the FailureModeDetection <<relationship>> class)

4.11.3.13 FailureModeDetection
The FailureModeDetection <<relationship>> class defines an association between an instance
of DetectionMeanAlarm and an instance of FailureMode which can be observed, detected
and/or localized by the detection mean alarm.
FailureModeDetection attribute:

− failureModeDetectionRate (zero or one)


FailureModeDetection associations:

− (relating) The instance of DetectionMeanAlarm that can support the observation, detection
and/or localization of the related FailureMode
− (related) The instance of FailureMode that can be observed, detected and localized by the
relating DetectionMeanAlarm
Note
There is one instance of FailureModeDetection per combination of DetectionMeanAlarm
and FailureMode.

4.11.4 UoF LSA FMEA - Additions to referenced class and interface definitions
4.11.4.1 BreakdownElementRevision
The BreakdownElementRevision class defined in UoF Breakdown Structure must also
implement the following additional associations:

− An optional association with one or many instances of HigherFailureModeEffect


4.11.4.2 HardwarePartAsDesigned
The HardwarePartAsDesigned class defined in UoF Part Definition must also implement the
following additional interfaces:

− FailureAnalysisItem
− DetectionMeanItem

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4.11.4.3 HardwareElementRevision
The HardwareElementRevision class defined in UoF Breakdown Element Realization must also
implement the following additional interfaces:

− FailureAnalysisItem
− DetectionMeanItem

4.12 UoF Special Events and Damage


4.12.1 Overall description
The Special Events and Damage UoF, Fig 29, support the recording of the results from the
following LSA activities:

− Special event analysis


− Damage analysis
Special events can be due to external or internal causes, eg, natural phenomenon or unusual
use. The probability of an event occurring is related to the usage phase of the Product in scope
for the LSA program, eg, transportation, operation, maintenance.
Each possible event can affect one or many LSA candidates and result in one or many
damages. Identification of potential damages can also include a special analysis for each
affected LSA candidate with respect to the knowledge of the technology used. This is referred to
as technology behavior rating.

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4.12.2 Graphical representation

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Fig 29 S3000L UoF Special Events and Damage - class model

4.12.3 UoF Special Events and Damage - New class and interface definitions

4.12.3.1 DamageAnalysisItem
The DamageAnalysisItem <<interface>> is implemented by classes that represent hardware
items.
Classes that implements the DamageAnalysisItem <<interface>> are:

− HardwareElementRevision
− HardwarePartAsDesigned

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Classes that implement the DamageAnalysisItem <<interface>> must also implement the
following associations:

− An optional association with an instance of the LSACandidateTechnologyBehaviourRating


<<attributeGroup>>
− An optional association with one or many instances of Damage
4.12.3.2 LSACandidateTechnologyBehaviourRating
The LSACandidateTechnologyBehaviourRating <<attributeGroup>> describes technologies
used and its characteristics regarding knowledge of its behavior.
Note
An instance of class LSACandidateTechnologyBehaviourRating has no meaning by itself,
but only in the context of a hardware item.
LSACandidateTechnologyBehaviourRating attributes:

− technologyBehaviourKnowledgeRating (one or many)


− technologySensitivityRating (one or many)
Note
Both the technologyBehaviourKnowledgeRating and the technologySensitivityRating
attributes are of data type DatedClassification, ie, both ratings must have an associated
date defining the date when the rating was performed. A hardware item can also have
multiple ratings over time.
LSACandidateTechnologyBehaviourRating association:

− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the technology behavior rating has been performed
(via the DamageAnalysisItem <<interface>>)

4.12.3.3 Damage
Damage defines the loss or reduction of functionality caused by a special event (induced
failure).
Damage attributes:

− damageDescription
− damageFamily
Damage associations:

− An association with the hardware item (HardwarePartAsDesigned or


HardwareElementRevision) for which the damage mode has been identified (via the
DamageAnalysisItem <<interface>>)
− An optional association with zero, one or many SpecialEvents that can cause the Damage
(via the PossibleSpecialEventEffect <<relationship>> class)
Damage interfaces:

− Damage implements the TaskRequirementJustificationItem <<interface>>. This can


document the requirement for a standard repair procedure and/or inspection

4.12.3.4 PossibleSpecialEventEffect
The PossibleSpecialEventEffect <<relationship>> class defines an association between an
instance of SpecialEvent and the Damage which can be caused by the special event.
PossibleSpecialEventEffect associations:

− (relating) The instance of SpecialEvent that can cause the related Damage

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− (related) The instance of Damage that can be caused by the relating SpecialEvent
Note
There is one instance of PossibleSpecialEventEffect per combination of SpecialEvent and
Damage.

4.12.3.5 SpecialEvent
The SpecialEvent class identifies special events that can occur during different usage phases of
the product, which can lead to damages on one or many hardware items
(HardwarePartAsDesigned or HardwareElementRevision).
SpecialEvent attributes:

− specialEventTitle
− specialEventDescription (zero or one)
− specialEventGroup
SpecialEvent associations:

− An association with one or many instances of Damage which can be caused by the special
event (via the PossibleSpecialEventEffect <<relationship>> class)
− An association with one or many instances of ProductUsagePhase, defining when the
special event can occur (via the SpecialEventOccurrence <<relationship>> class)
SpecialEvent interfaces:

− SpecialEvent implements the TaskRequirementJustificationItem <<interface>>. This can


document the requirement for an inspection procedure.

4.12.3.6 SpecialEventOccurrence
The SpecialEventOccurrence <<relationship>> class defines an association between an
instance of SpecialEvent and an instance of ProductUsagePhase during which the special
event can occur.
Note
The SpecialEventOccurrence class is an abstract class, ie, an instantiation of
SpecialEventOccurrence must be either:

• RatedSpecialEventOccurrence
• QuantifiedSpecialEventOccurrence
Note
RatedSpecialEventOccurrence and QuantifiedSpecialEventOccurrence respectively,
mandate the recording of the frequency for which the associated special event is expected
to occur during a specific product usage phase, either by rating or by ratio.
SpecialEventOccurrence associations:

− (relating) The SpecialEvent that can occur during the related ProductUsagePhase
− (related) The ProductUsagePhase during which the relating SpecialEvent can occur
Note
There is one instance of SpecialEventOccurrence per combination of SpecialEvent and
ProductUsagePhase.

4.12.3.7 RatedSpecialEventOccurrence
The RatedSpecialEventOccurrence <<relationship>> class is a specialization of the
SpecialEventOccurrence class.
RatedSpecialEventOccurrence attributes:

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− specialEventOccurrenceRating
RatedSpecialEventOccurrence associations:

− (relating) The SpecialEvent that can occur during the related ProductUsagePhase (inherited
from class SpecialEventOccurrence)
− (related) The ProductUsagePhase during which the relating SpecialEvent can occur
(inherited from class SpecialEventOccurrence)
RatedSpecialEventOccurrence special recommendations:

− The specialEventOccurrenceRating attribute can have multiple occurrence ratings


depending on, for example operational environment. These ratings must be distinguished
by the assignment of an ApplicabilityStatement to the respective instance of
specialEventOccurrenceRating ie, to the respective instance of ClassificationType. Refer to
Para 4.22.

4.12.3.8 QuantifiedSpecialEventOccurrence
The QuantifiedSpecialEventOccurrence <<relationship>> class is a specialization of the
SpecialEventOccurrence class.
QuantifiedSpecialEventOccurrence attributes:

− specialEventOccurrenceRate.
QuantifiedSpecialEventOccurrence associations:

− (relating) The SpecialEvent that can occur during the related ProductUsagePhase (inherited
from class SpecialEventOccurrence)
− (related) The ProductUsagePhase during which the relating SpecialEvent can occur
(inherited from class SpecialEventOccurrence).
QuantifiedSpecialEventOccurrence special recommendations:

− The specialEventOccurrenceRate attribute can have multiple occurrence rate values


depending on, for example operational environment. These values must be distinguished by
the assignment of an ApplicabilityStatement to the respective instance of
specialEventOccurrenceRate (ie, to the respective instance of PropertyType). Refer to
Para 4.22.

4.12.3.9 ProductUsagePhase
The ProductUsagePhase class defines usage phases of interest for the Product in scope of the
LSA program.
ProductUsagePhase attributes:

− productUsagePhase
ProductUsagePhase associations:

− An optional association with one or many SpecialEvents that can occur during the specified
product usage phase (via the SpecialEventOccurrence <<relationship>> class)

4.12.4 UoF Special Events and Damage - Additions to referenced class and interface definitions
4.12.4.1 HardwarePartAsDesigned
The HardwarePartAsDesigned class defined in UoF Part Definition must also implement the
following additional <<interface>>:

− DamageAnalysisItem

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4.12.4.2 HardwareElementRevision
The HardwareElementRevision class defined in UoF Breakdown Element Realization must also
implement the following additional <<interface>>:

− DamageAnalysisItem

4.13 UoF LSA Candidate Task Requirement


4.13.1 Overall description
The LSA Candidate Task Requirement UoF, Fig 30, supports early recordings of task
requirements, which will be refined during eg, the detailed maintenance task analysis, software
or data loading analysis.
Objectives for documenting task requirements are eg, to:

− Produce input to the LSA review, and together with the customer define maintenance
concepts for the respective LSA Candidate before any detailed task analysis is being
carried out
− Identify product design changes that will result in eg, increased maintainability or testability
A task requirement can also be associated with the source for the requirement, ie, the driver for
the task. The requirement for a task can be derived from any type of LSA activity. Refer to
Para 4.10.

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4.13.2 Graphical representation

ICN-B6865-S3000L0226-003-00
Fig 30 S3000L UoF LSA Candidate Task Requirement - class model
4.13.3 UoF LSA Candidate Task Requirement - New class and interface definitions
4.13.3.1 TaskRequirement
The TaskRequirement class supports the specification of task requirements prior to any detailed
task analysis. There is also a specialization of TaskRequirement, namely
AuthorityDrivenTaskRequirement.
TaskRequirement attributes:

− taskRequirementIdentifier
TaskRequirement associations:
− An association with its TaskRequirementRevisions (design iterations)
− An association with one or many LSACandidates for which the task is required (via the
TaskRequirementTarget <<relationship>> class)

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4.13.3.2 AuthorityDrivenTaskRequirement
The AuthorityDrivenTaskRequirement class is a specialization of class TaskRequirement, and
will be used to record task requirements which are derived from regulations and/or other
authoritative sources.
AuthorityDrivenTaskRequirement attributes:

− taskRequirementIdentifier (inherited from class TaskRequirement)


− taskRequirementAuthoritySourceType (zero or one)
− taskRequirementAuthority
AuthorityDrivenTaskRequirement interfaces:

− AuthorityDrivenTaskRequirement implements the DocumentAssignmentItem <<interface>>.


Refer to Para 4.20.
AuthorityDrivenTaskRequirement associations:

− An association with its TaskRequirementRevisions (inherited from class TaskRequirement)


− An association with one or many LSACandidates for which the task is required (inherited
from class TaskRequirement)
AuthorityDrivenTaskRequirement special recommendations:

− Each instance of AuthorityDrivenTaskRequirement must have at least one document


reference from which the task requirement is derived, using the DocumentAssignment
capability defined in UoF Document (via the DocumentAssignmentItem <<interface>>).
Refer to Para 4.20.
4.13.3.3 TaskRequirementRevision
The TaskRequirementRevision class defines a revision (design iteration) of a TaskRequirement.
TaskRequirementRevision attributes:

− taskRequirementRevisionIdentifier
− taskRequirementRevisionChangeDescription (zero or one)
− taskRequirementDate
− taskRequirementDescription
− taskRequirementDecision
− taskRequirementSpecialResourceRequirement (zero, one or many)
TaskRequirementRevision associations:

− An association with the TaskRequirement of which the TaskRequirementRevision is a


revision
− An optional association with one or many TaskRequirementJustificationItems, from which
the TaskRequirement is derived (via the TaskRequirementJustification <<relationship>>
class)
− An optional association with one or many product design ChangeRequests which are
required in order to be able to carry out the task in an effective way (via instances of the
ChangeRequestSource <<relationship>> class)

4.13.3.4 TaskRequirementTarget
The TaskRequirementTarget <<relationship>> class defines an association between an
instance of TaskRequirement and an instance of LSACandidate for which the task requirement
is identified.
TaskRequirementTarget interfaces:

− TaskRequirementTarget implements the TimeLimitItem <<interface>>. Refer to Para 4.16.


TaskRequirementTarget associations:

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− (subject) The TaskRequirement which is defined for the related LSACandidate


− (object) The LSACandidate for which the TaskRequirement is identified
− An optional association with one or many TimeLimits that defines the limit which must not
be exceeded in between two occurrences of the defined TaskRequirement (via the
TimeLimitItem <<interface>>. Refer to Para 4.16.
Note
There is one instance of TaskRequirementTarget per combination of TaskRequirement and
LSACandidate.

4.13.3.5 TaskRequirementJustificationItem
The TaskRequirementJustificationItem <<interface>> is implemented by classes that can justify
a task requirement.

Classes that implement the TaskRequirementJustificationItem <<interface>> are:

− FunctionalFailure
− LSAFailureMode (UoF LSA FMEA). Refer to Para 4.11.
− Damage (UoF Special Event And Damage). Refer to Para 4.12.
− SpecialEvent (UoF Special Event And Damage) . Refer to Para 4.12.
− CandidateItemAnalysisActivity (UoF LSA Candidate Analysis Activity). Refer to Para 4.10.
Classes that implement the TaskRequirementJustificationItem <<interface>> must also
implement the following associations:

− An optional association with one or many instances of TaskRequirementRevision (via the


TaskRequirementJustification <<relationship>> class)

4.13.3.6 TaskRequirementJustification
The TaskRequirementJustification <<relationship>> class defines associations between
instances of TaskRequirement and items that justify the task requirement, ie, instances of
classes that implement the TaskRequirementJustificationItem <<interface>>.
TaskRequirementJustification associations:

− (relating) The analysis result that justifies the TaskRequirement (via the
TaskRequirementJustificationItem <<interface>>)
− (related) The TaskRequirementRevision that documents the identified task requirement
Note
There is one instance of TaskRequirementJustification per combination of
TaskRequirementRevision and item that justifies the task requirement.

4.13.3.7 ChangeRequest
The ChangeRequest class supports the recording of needed changes to the product design.
ChangeRequest attributes:

− changeRequestIdentifier
− changeRequestDescription
ChangeRequest associations:

− An association with one or many TaskRequirementRevisions for which the need of a


product design change has been identified (via the ChangeRequestSource
<<relationship>> class)
− An optional association with one or many LSACandidates which are affected by the defined
change request (via the ChangeRequestTarget <<relationship>> class)

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4.13.3.8 ChangeRequestSource
The ChangeRequestSource <<relationship>> class define an association between a
ChangeRequest and the TaskRequirementRevision for which the change request has been
identified.
ChangeRequestSource associations:

− (relating) The ChangeRequest which is defined for the related TaskRequirementRevision


− (related) The TaskRequirementRevision for which the required product design change has
been identified
Note
There is one instance of ChangeRequestSource per combination of ChangeRequest and
TaskRequirement.

4.13.3.9 ChangeRequestTarget
The ChangeRequestTarget <<relationship>> class defines an association between a
ChangeRequest and the LSACandidate which is affected by the defined change.
ChangeRequestTarget associations:

− (relating) The ChangeRequest which is defined for the related LSACandidate


− (related) The LSACandidate which is affected by the defined change request
Note
There is one instance of ChangeRequestTarget per combination of ChangeRequest and
LSACandidate.

4.13.3.10 FunctionalFailure
The FunctionalFailure class documents functional failures identified during Preventive
Maintenance Analysis (PMA).
Note
Functional failures can also be identified based on the outcome of Scheduled Maintenance
Analysis (SMA) or Reliability Centered Maintenance (RCM).
FunctionalFailure attributes:

− functionalFailureDescription
− functionalFailureEffectCriticality
FunctionalFailure interfaces:

− FunctionalFailure implements the TaskRequirementJustificationItem


<interface>>
FunctionalFailure associations:

− An association with the BreakdownElementRevision for which the functional failure has
been identified
Note
There is one instance of TaskRequirementTarget per combination of TaskRequirement and
LSACandidate.
4.13.4 UoF LSA Candidate Task Requirement - Additions to referenced class and interface
definitions
4.13.4.1 LSACandidate
Classes that implements the LSACandidate <<interface>> defined in UoF LSA Candidate, must
also implement the following additional associations:

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− An optional association with one or many TaskRequirements (via the


TaskRequirementTarget <<relationship>> class)
− An optional association with one ore many ChangeRequests (via the ChangeRequestTarget
<<relationship>> class)

4.13.4.2 CandidateItemAnalysisActivity
The CandidateItemAnalysisActivity class defined in UoF LSA Candidate Analysis Activity must
also implement the following additional <<interface>>:

− TaskRequirementJustificationItem

4.13.4.3 LSAFailureMode
The LSAFailureMode class defined in UoF LSA FMEA must also implement the following
additional <<interface>>:

− TaskRequirementJustificationItem

4.13.4.4 SpecialEvent
The SpecialEvent class defined in UoF Special Event And Damage must also implement the
following additional <<interface>>:

− TaskRequirementJustificationItem

4.13.4.5 Damage
The Damage class defined in UoF Special Event And Damage must also implement the
following additional <<interface>>:

− TaskRequirementJustificationItem
4.14 UoF Task
4.14.1 Overall description
The Task UoF, Fig 31, supports detailed definitions of tasks, both maintenance tasks,
supporting tasks and operational tasks.
The task procedure is described using a set of subtasks. A subtask can either be defined and
described within the task under consideration, or be a reference to another task.
Note
A subtask that is defined and described within a task cannot be referenced by any other
task.
There is also the possibility to define a time line (schedule) for subtasks within a task. This can
be used for the purpose of optimizing resource requirements and/or be the basis for creating job
cards, eg, in a fleet management system.
Note
The Task UoF has been designed to support an integration between S3000L and the
S1000D procedure and schedule schemes, respectively.

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4.14.2 Graphical representation

ICN-B6865-S3000L0227-003-00
Fig 31 S3000L UoF Task - class model
4.14.3 UoF Task - New class and interface definitions
4.14.3.1 Task
The Task class supports the detailed specification of a task.

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Note
Task is an abstract class, ie, an instantiation of Task must be either, a RectifyingTask, an
OperationalTask or a SupportingTask. Refer to Chap 12 for definitions and usages of the
respective task type.
Task attributes:

− taskIdentifier (one or many)


Task associations:

− An association with its TaskRevisions (design iterations)


− An optional association with zero, one or many instances of Subtask that refers to the Task
under consideration as a Subtask (via the TaskReference <<relationship>> class)

4.14.3.2 RectifyingTask
The RectifyingTask class is a specialization of class Task.
Note
Each maintenance activity is driven by an event. This event can be a failure, damage,
special event or a time limit (interval). All these events require a maintenance action that
resolves the event. Each task that is able to resolve an event must be defined as a
rectifying task.
RectifyingTask attributes:

− taskIdentifier (inherited from class Task)


− packagedTask
RectifyingTask associations:

− An association with its TaskRevisions (inherited from class Task)


− An optional association with zero, one or many instances of Subtask that refers to the
RectifyingTask under consideration as a Subtask (inherited from class Task)

4.14.3.3 SupportingTask
The SupportingTask class is a specialization of class Task.
Note
A supporting task does not "solve" an event, but may be used as a subtask within one or
many rectifying tasks. An example of a supporting task is open hatch, or jack a car.
SupportingTask attributes:

− taskIdentifier (inherited from class Task)


SupportingTask associations:

− An association with its TaskRevisions (inherited from class Task)


− An optional association with zero, one or many instances of Subtask that refers to the
SupportingTask under consideration as a Subtask (inherited from class Task)

4.14.3.4 OperationalTask
The OperationalTask class is a specialization of class Task.
Note
Operational tasks are tasks that are required for operational purposes, eg, fueling. An
operational task may also be used as a subtask within one or many rectifying tasks.
OperationalTask attributes:

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− taskIdentifier (inherited from class Task)


OperationalTask associations:

− An association with its TaskRevisions (inherited from class Task)


− An optional association with zero, one or many instances of Subtask that refers to the
OperationalTask under consideration as a Subtask (inherited from class Task)

4.14.3.5 TaskRevision
The TaskRevision class defines an explicit revision (design iteration) of a Task.
TaskRevision attributes:

− taskRevisionIdentifier
− taskName (one or many)
− taskRevisionStatus (zero or one)
− taskRevisionChangeDescription (zero or one)
− informationCode
− taskPersonnelSafetyCriticality (zero or one)
− taskProductIntegrityCriticality (zero or one)
− taskOperabilityImpact
− taskDuration (zero, one or many)
− taskTotalLabourTime (zero, one or many)
TaskRevision associations:

− An association with the Task of which the TaskRevision is a revision


− An optional association with zero, one or many instances of WarningCautionNote that
applies to the entire task (via the TaskRevisionWarningCautionNote <<relationship>> class)
− An optional association with zero, one or many S1000D data module issues, which contains
the detailed procedures for the performance of the task (via the DataModuleScope
<<relationship>> class)
− An optional association with zero, one or many instances of TaskRequirement which forms
the justification for the task revision (via the TaskJustification <<relationship>> class)
− An association with one or many Subtasks which contains the details for the task revision
Note
A detailed procedure for the performance of the task can be documented in zero, one or
many S1000D data modules. The Task UoF supports cross references between task
revisions being defined in accordance with S3000L and data module issues being produced
in accordance with the S1000D procedure and schedule schemes, respectively.
Note
A TaskRevision in S3000L can be split into many S1000D data modules. One S1000D data
module can cover many S3000L tasks. However, projects are strongly recommended to
aim for a one to one correspondence.
Note
Where the concept of master data modules is used in the S1000D Common Source
DataBase (CSDB), it is recommended to just keep the cross references between the
S3000L tasks and the master data modules in the CSDB.
TaskRevision special recommendations:

− The value for the taskDuration and taskTotalLabourTime attributes can use either of the
following PropertyType representations:
• SingleValuePropertyType
• ValueWithTolerancesPropertyType

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• ValueRangePropertyType
− The taskDuration and taskTotalLabourTime attributes can have multiple values depending
on, for example maintenance level. These values must be distinguished by the assignment
of an ApplicabilityStatement to the respective instance of taskDuration and
taskTotalLabourTime, respectively (ie, to the respective instance of PropertyType). Refer to
Para 4.22.

4.14.3.6 TaskJustification
The TaskJustification <<relationship>> class defines associations between instances of
TaskRevision and the TaskRequirements that justifies the task.
TaskJustification associations:

− (relating) The TaskRevision that is justified by the related TaskRequirement


− (related) The TaskRequirement that justifies the relating TaskRevision
Note
There is one instance of TaskJustification per combination of TaskRevision and
TaskRequirement.

4.14.3.7 DataModuleScope
The DataModuleScope <<relationship>> class defines associations between instances of
S1000DDataModuleIssue and the TaskRevisions which are documented in the data module
(completely or partially).
DataModuleScope associations:

− (relating) The S1000DDataModuleIssue that completely or partially documents the related


TaskRevision
− (related) The TaskRevision that is documented in the relating S1000DDataModuleIssue
Note
There is one instance of DataModuleScope per combination of S1000DDataModuleIssue
and TaskRevision.

4.14.3.8 Subtask
The Subtask class defines steps to be performed within a TaskRevision. Subtasks are used to
provide detailed information about the Task.
Note
Subtask is an abstract class, ie, an instantiation of Subtask needs to be either, a
SubtaskByDefinition, a SubtaskByTaskReference, or a SubtaskByExternalReference
(subclass of class SubtaskByDefinition).
Note
Subtasks within a TaskRevision can be time lined (scheduled) using the SubtaskTimeline
<<relationship>> class.
Subtask attributes:

− subtaskIdentifier
− subtaskRole (zero or one)
Subtask associations:

− An association with the TaskRevision to which the Subtask belongs


− An optional association with zero, one or many instances of WarningCautionNote that
applies to the Subtask under consideration (via instances of the
SubtaskWarningCautionNote <<relationship>> class)

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− An optional association with zero or one related Subtask, on which the starting point for the
Subtask under consideration is dependent (used for time lining of the overall Task eg,
preceding subtask in a GANTT-schema)
− An optional association with zero, one or many Subtasks, whose starting points are
dependent upon the Subtask under consideration (used for time lining of the overall Task,
eg, succeeding subtasks in a GANTT-schema)
Subtask special recommendations:

− Where a Subtask is dependent upon eg, maintenance level, it must be distinguished by the
assignment of an ApplicabilityStatement to the Subtask instance. Refer to Para 4.22.
Note
Alternative Subtasks within a Task must be distinguished by the assignment of
ApplicabilityStatements.

4.14.3.9 SubtaskTimeline
The SubtaskTimeline <<relationship>> class can define timeline associations between two
instances of Subtask. The timeline association enables the definition of time dependencies
between two Subtasks within the same TaskRevision.
The SubtaskTimeline class defines the event to which relating (successor) Subtask refers, eg,
start or end of the related (predecessor) Subtask. It also defines a possible lag, ie, duration from
the time the related event occurs and the time when the relating Subtask can be initiated
(started).
Note
Subtasks that don’t relate to any other Subtask, via the SubtaskTimeline association, must
be regarded as being performed in sequence according to their subtaskIdentifiers (low to
high).
Note
This class supports the creation of a GANTT-schema for a Task.
SubtaskTimeline attributes:

− subtaskTimelineEvent
− subtaskTimelineLag (zero, one or many)
SubtaskTimeline associations:

− (predecessor) The Subtask on which the successor Subtask instance is dependent


− (successor) The Subtask which is dependent upon its predecessor Subtask instance
SubtaskTimeline special recommendations:

− The subtaskTimelineLag attribute can have multiple values depending on, for example
environmental conditions. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of subtaskTimelineLag (ie, to the
respective instance of PropertyType). Refer to Para 4.22.

4.14.3.10 WarningCautionNote
The WarningCautionNote class defines advices concerning safety, legal and health aspects.
WarningCautionNote attributes:

− warningCautionNoteIdentifier
− warningCautionNoteDescription
− warningCautionNoteType
WarningCautionNote associations:

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− An optional association with zero, one or many TaskRevisions to which the


WarningCautionNote applies (via the TaskRevisionWarningCautionNote <<relationship>>
class)
− An optional association with zero, one or many Subtasks to which the WarningCautionNote
applies (via the SubtaskWarningCautionNote <<relationship>> class)

4.14.3.11 TaskRevisionWarningCautionNote
The TaskRevisionWarningCautionNote <<relationship>> class defines associations between
instances of TaskRevision and WarningCautionNotes that applies to the respective task
revision.
TaskRevisionWarningCautionNote associations:

− (relating) The TaskRevision that needs the advice concerning safety, legal and health
aspects
− (related) The WarningCautionNote that contains the advice concerning safety, legal and
health aspects
Note
There is one instance of TaskRevisionWarningCautionNote per relevant combination of
TaskRevision and WarningCautionNote.
TaskRevisionWarningCautionNote special recommendations:

− Where a TaskRevisionWarningCautionNote is dependent upon eg, maintenance level or


external conditions, it must be distinguished by the assignment of an ApplicabilityStatement
to the TaskRevisionWarningCautionNote instance. Refer to Para 4.22.

4.14.3.12 SubtaskWarningCautionNote
The SubtaskWarningCautionNote <<relationship>> class defines associations between
instances of Subtask and WarningCautionNotes that applies to the respective subtask.
SubtaskWarningCautionNote associations:

− (relating) The Subtask that needs the advice concerning safety, legal and health aspects
− (related) The WarningCautionNote that contains the advice concerning safety, legal and
health aspects
Note
There is one instance of SubtaskWarningCautionNote per relevant combination of Subtask
and WarningCautionNote.
SubtaskWarningCautionNote special recommendations:

− Where a SubtaskWarningCautionNote is dependent upon eg, maintenance level or external


conditions, it must be distinguished by the assignment of an ApplicabilityStatement to the
SubtaskWarningCautionNote instance. Refer to Para 4.22.

4.14.3.13 SubtaskByTaskReference
The SubtaskByTaskReference class is a specialization of Subtask. SubtaskByTaskReference
will be used when the Subtask is defined as a Task in its own right.
Note
SubtaskByTaskReference is the only mechanism in S3000L that supports reuse of task
steps and/or task procedures in between Tasks.
SubtaskByTaskReference attributes:

− subtaskIdentifier (inherited from class Subtask)


− subtaskRole (inherited from class Subtask)

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SubtaskByTaskReference associations:

− An association with the TaskRevision to which the SubtaskByTaskReference belongs


(inherited from class Subtask)
− An optional association with zero, one or many instances of WarningCautionNote that
applies to the SubtaskByTaskReference under consideration (inherited from class Subtask)
− An optional association with zero or one related Subtask, on which the starting point for the
SubtaskByTaskReference under consideration is dependent (inherited from class Subtask)
− An optional association with zero, one or many Subtasks, whose starting points are
dependent upon the SubtaskByTaskReference under consideration (inherited from class
Subtask)
− An association with the Task that is referenced as a Subtask (via the TaskReference
<<relationship>> class)
SubtaskByTaskReference special recommendations:

− See special recommendations for Subtask, Para 4.14.3.8

4.14.3.14 TaskReference
The TaskReference <<relationship>> class defines associations between instances of
SubtaskByTaskReference and the Task that is referenced as a subtask.
TaskReference associations:

− (referencingSubtask) The SubtaskByTaskReference that is referring to a Task as a subtask


− (referencedTask) The Task that is incorporated as a subtask in another task
Note
There is one instance of TaskReference per combination of SubtaskByTaskReference and
Task.

4.14.3.15 SubtaskByDefinition
The SubtaskByDefinition class is a specialization of Subtask. A SubtaskByDefinition provides a
detailed characterization of the subtask to be included in the overall TaskRevision. A
SubtaskByDefinition cannot be referenced from any other Task.
Note
SubtaskByDefinition can be specialized into a SubtaskByExternalReference.
SubtaskByDefinition attributes:

− subtaskIdentifier (inherited from class Subtask)


− subtaskRole (inherited from class Subtask)
− subtaskName
− informationCode (zero or one)
− subtaskDescription (zero or one)
− subtaskDuration (one or many)
− subtaskMaintenanceLocation (zero or one)
− subtaskEndItemObjectiveState (zero one or many)
SubtaskByDefinition associations:

− An association with the TaskRevision to which the SubtaskByDefinition belongs (inherited


from class Subtask)
− An optional association with zero, one or many instances of WarningCautionNote that
applies to the SubtaskByDefinition under consideration (inherited from class Subtask)
− An optional association with zero or one related Subtask, on which the starting point for the
SubtaskByDefinition under consideration is dependent (inherited from class Subtask)

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− An optional association with zero, one or many Subtasks, whose starting points are
dependent upon the SubtaskByDefinition under consideration (inherited from class Subtask)
− An optional association with zero, one or many zonal locations (ZoneElement) in which the
subtask will be performed (via the SubtaskInZone <<relationship>> class)
− An optional association with zero, one or many instances of SubtaskAcceptanceParameter
<<attributeGroup>>, defining criteria that need to be fulfilled before the subtask can be
closed
− An optional association with zero, one or many instances of LSACandidate on which the
subtask will be performed (via the SubtaskTarget <<relationship>> class)
− An optional association with zero, one or many instances of SubtaskCircuitBreakerSettings
which defines the circuit breaker states that must be obtained before the subtask can be
closed
SubtaskByDefinition special recommendations:

− The value for the subtaskDuration attribute can use either of the following PropertyType
representations:
• SingleValuePropertyType
• ValueWithTolerancesPropertyType
• ValueRangePropertyType
− The subtaskDuration attribute can have multiple values depending on, for example.
maintenance level. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of subtaskDuration (ie, to the respective
instance of PropertyType). Refer to Para 4.22.
− See special recommendations for Subtask, Para 4.14.3.8

4.14.3.16 SubtaskInZone
The SubtaskInZone <<relationship>> class defines associations between instances of
SubtaskByDefinition and the zonal location (ZoneElement) in which the respective subtask will
be performed.
Note
There is one instance of SubtaskInZone per relevant combination of SubtaskByDefinition
and zonal location (ZoneElement).
SubtaskInZone associations:

− (relating) The SubtaskByDefinition that will be performed in a specific zonal location


− (related) The ZoneElement that represents the zonal location in which the subtask will be
performed

4.14.3.17 SubtaskAcceptanceParameter
The SubtaskAcceptanceParameter <<attributeGroup>> defines criteria that needs to be fulfilled
before the subtask can be closed.
Note
An instance of class SubtaskAcceptanceParameter has no meaning by itself, but only in the
context of a specific instance of SubtaskByDefinition.
SubtaskAcceptanceParameter attributes:

− subtaskAcceptanceParameterDescription
− subtaskAcceptanceParameterValue (one or many)
SubtaskAcceptanceParameter associations:

− An association with the specific instance of SubtaskByDefinition for which the


SubtaskAcceptanceParameter has been defined

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SubtaskAcceptanceParameter special recommendations:

− The value for the subtaskAcceptanceParameterValue attribute can use either of the
following PropertyType representations:
• SingleValuePropertyType
• ValueWithTolerancesPropertyType
• ValueRangePropertyType
− The subtaskAcceptanceParameterValue can have multiple values depending on, for
example operational environment. These values must be distinguished by the assignment
of an ApplicabilityStatement to the respective instance of
subtaskAcceptanceParameterValue (ie, to the respective instance of PropertyType). Refer
to Para 4.22.

4.14.3.18 SubtaskTarget
The SubtaskTarget <<relationship>> class defines an association between an instance of
SubtaskByDefinition and the object (instance of a class that implements the LSACandidate
<<interface>>) on which a SubtaskByDefinition will be performed.
Note
There is one instance of SubtaskTarget per relevant combination of SubtaskByDefinition
and LSACandidate.
SubtaskTarget associations:

− (subject) The SubtaskByDefinition that will be performed on the related object (instance of a
class that implements the LSACandidate <<interface>>)
− (object) The LSACandidate on which the subtask will be performed

4.14.3.19 SubtaskCircuitBreakerSettings
The SubtaskCircuitBreakerSettings class identifies a set of circuit breakers that must be set in
specific states as part of the SubtaskByDefinition.
Note
The SubtaskCircuitBreakerSettings class is an abstract class, ie, an instantiation of
SubtaskCircuitBreakerSettings must be either:

• OrderedSubtaskCircuitBreakerSettings
• RandomSubtaskCircuitBreakerSettings
Note
An instance of a subclass of SubtaskCircuitBreakerSettings has no meaning by itself, but
only in the context of a specific instance of SubtaskByDefinition.
Note
A mixture of ordered an unordered SubtaskCircuitBreakerSettings can be defined by having
multiple instances of SubtaskCircuitBreakerSettings which then are organized into a
timeline using instances of the SubtaskCircuitBreakerSettingsTimeline class.
Note
Multiple instances of SubtaskCircuitBreakerSettings within the same SubtaskByDefinition
without explicit relationships between each other (via the
SubtaskCircuitBreakerSettingsTimeline <<relationship>> class) must be regarded as being
performed in parallel.
SubtaskCircuitBreakerSettings association:

− An association with the SubtaskByDefinition to which the SubtaskCircuitBreakerSettings


belongs

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− An optional association with zero or one related SubtaskCircuitBreakerSettings, of which


the SubtaskCircuitBreakerSettings under consideration is dependent (used for time lining of
SubtaskCircuitBreakerSettings via instances of the SubtaskCircuitBreakerSettingsTimeline
<<relationship>> class)
− An optional association with zero, one or many SubtaskCircuitBreakerSettings, whose
starting is dependent upon the finalization of the SubtaskCircuitBreakerSettings under
consideration (used for time lining of SubtaskCircuitBreakerSettings via instances of the
SubtaskCircuitBreakerSettingsTimeline <<relationship>> class)

4.14.3.20 SubtaskCircuitBreakerSettingsTimeline
The SubtaskCircuitBreakerSettingsTimeline <<relationship>> class defines a time dependency
between two instances of SubtaskCircuitBreakerSettings within the same SubtaskByDefinition.
SubtaskCircuitBreakerSettingsTimeline associations:

− (predecessor) The instance of SubtaskCircuitBreakerSettings on which the successor


SubtaskCircuitBreakerSettings instance is dependent
− (successor) The SubtaskCircuitBreakerSettings instance which is dependent upon its
predecessor SubtaskCircuitBreakerSettings instance

4.14.3.21 OrderedSubtaskCircuitBreakerSettings
The OrderedSubtaskCircuitBreakerSettings class is a specialization of the
SubtaskCircuitBreakerSettings class. OrderedSubtaskCircuitBreakerSettings must be used
when the order in which individual circuit breakers are set are of importance.
OrderedSubtaskCircuitBreakerSettings associations:

− An association with the SubtaskByDefinition to which the


OrderedSubtaskCircuitBreakerSettings belongs (inherited from
SubtaskCircuitBreakerSettings)
− An optional association with zero or one related SubtaskCircuitBreakerSettings, of which
the OrderedSubtaskCircuitBreakerSettings under consideration is dependent (inherited from
class SubtaskCircuitBreakerSettings)
− An optional association with zero, one or many SubtaskCircuitBreakerSettings, whose
starting is dependent upon the finalization of the OrderedSubtaskCircuitBreakerSettings
under consideration (inherited from class SubtaskCircuitBreakerSettings)
− An ordered association with one or many instances of the SubtaskCircuitBreakerSetting
<<attributeGroup>>
Note
The ordered association with one or many instances of SubtaskCircuitBreakerSetting
defines the order and state in which individual circuit breakers must be set.

4.14.3.22 RandomSubtaskCircuitBreakerSettings
The RandomSubtaskCircuitBreakerSettings class is a specialization of the
SubtaskCircuitBreakerSettings class. RandomSubtaskCircuitBreakerSettings must be used
when the order in which individual circuit breakers are set are of no importance.
RandomSubtaskCircuitBreakerSettings associations:

− An association with the SubtaskByDefinition to which the


RandomSubtaskCircuitBreakerSettings belongs (inherited from
SubtaskCircuitBreakerSettings)
− An optional association with zero or one related SubtaskCircuitBreakerSettings, of which
the RandomSubtaskCircuitBreakerSettings under consideration is dependent (inherited
from class SubtaskCircuitBreakerSettings)

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− An optional association with zero, one or many SubtaskCircuitBreakerSettings, whose


starting is dependent upon the finalization of the RandomSubtaskCircuitBreakerSettings
under consideration (inherited from class SubtaskCircuitBreakerSettings)
− An unordered association with one or many instances of the SubtaskCircuitBreakerSetting
<<attributeGroup>>

4.14.3.23 SubtaskCircuitBreakerSetting
The SubtaskCircuitBreakerSetting <<attributeGroup>> defines the state that the individual
circuit breaker must be set in.
Note
An instance of class SubtaskCircuitBreakerSetting has no meaning by itself, but only in the
context of a specific instance of either OrderedSubtaskCircuitBreakerSettings or
RandomSubtaskCircuitBreakerSettings.
SubtaskCircuitBreakerSetting attributes:

− circuitBreakerState
SubtaskCircuitBreakerSetting associations:

− An association with the specific instance of either OrderedSubtaskCircuitBreakerSettings or


RandomSubtaskCircuitBreakerSettings for which the circuitBreakerState must be obtained
− An association with the individual CircuitBreaker that must be set in the defined state

4.14.3.24 CircuitBreaker
The CircuitBreaker class identifies individual circuit breakers that are installed on the Product.
CircuitBreaker attributes:

− circuitBreakerIdentifier
− circuitBreakerName
− circuitBreakerType
The CircuitBreaker class must also implement the following <<interface>>:

− DocumentAssignmentItem. Refer to Para 4.20.


CircuitBreaker associations:

− An optional association with zero, one or many instances of SubtaskCircuitBreakerSetting,


ie, states that the circuit breaker under consideration must be in before a specific instance
of SubtaskByDefinition can be closed
CircuitBreaker special recommendations:

− Circuit breaker location can be defined using the assignment of a Document, where the
documentAssignmentRole is set to “Source”, and the documentPortion attribute describes
the location

4.14.3.25 SubtaskByExternalReference
The SubtaskByExternalReference class is a specialization of SubtaskByDefinition.
SubtaskByExternalReference must be used whenever the complete description of the Subtask
is described in an external source, ie, outside the scope of the LSA program under
consideration.
SubtaskByExternalReference attributes:

− subtaskIdentifier (inherited from class Subtask)


− subtaskRole (inherited from class Subtask)
− subtaskName (inherited from class SubtaskByDefinition)

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− informationCode (inherited from class SubtaskByDefinition)


− subtaskDescription (inherited from class SubtaskByDefinition)
− subtaskDuration (inherited from class SubtaskByDefinition)
− subtaskMaintenanceLocation (inherited from class SubtaskByDefinition)
− subtaskEndItemObjectiveState (inherited from class SubtaskByDefinition).
The SubtaskByExternalReference class must also implement the following <<interface>>:

− DocumentAssignmentItem. Refer to Para 4.20.


SubtaskByExternalReference associations:

− An association with the TaskRevision to which the SubtaskByExternalReference belongs


(inherited from class Subtask)
− An optional association with zero, one or many instances of WarningCautionNote that
applies to the SubtaskByExternalReference under consideration (inherited from class
Subtask)
− An optional association with zero or one related Subtask, on which the starting point for the
SubtaskByExternalReference under consideration is dependent (inherited from class
Subtask)
− An optional association with zero, one or many Subtasks, whose starting points are
dependent upon the SubtaskByExternalReference under consideration (inherited from class
Subtask)
− An optional association with zero, one or many zonal locations (ZoneElement) in which the
subtask will be performed (inherited from class SubtaskByDefinition)
− An optional association with zero, one or many instances of SubtaskAcceptanceParameter,
defining criteria that need to be fulfilled before the subtask can be closed (inherited from
class SubtaskByDefinition)
− An optional association with zero, one or many instances of LSACandidate on which the
subtask will be performed (inherited from class SubtaskByDefinition)
− An optional association with zero, one or many instances of SubtaskCircuitBreakerSettings
which defines the circuit breaker states that must be obtained before the subtask can be
closed (inherited from class SubtaskByDefinition)
SubtaskByExternalReference special recommendations:

− An instance of SubtaskByExternalReference must be associated with at least one instance


of ExternalDocument or S1000DPublicationModule (via the DocumentAssignmentItem
<<interface>>)
− See special recommendations for SubtaskByDefinition, refer to Para 4.14.3.15
4.14.4 UoF Task - Additions to referenced class and interface definitions
4.14.4.1 TaskRequirement
The TaskRequirement class defined in UoF LSA Candidate Task Requirement must also
implement the following additional association:

− An optional association with zero, one or many Tasks which are justified by the
TaskRequirement (via instances of the TaskJustification <<relationship>> class)
4.14.4.2 S1000DDataModuleIssue
The S1000DDataModuleIssue class defined in UoF Document must also implement the
following additional association:

− An optional association with zero, one or many instances of TaskRevision, which are
described in the identified issue of the S1000D data module (via instances of the
DataModuleScope <<relationship>> class)
4.14.4.3 LSACandidate
Classes that implements the LSACandidate <<interface>> defined in UoF LSA Candidate, must
also implement the following additional association:

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− An optional association with zero, one or many instances of SubtaskByDefinition for which
the LSACandidate is the target object (via instances of the SubtaskTarget <<relationship>>
class)
4.14.4.4 ZoneElement
The ZoneElement class defined in UoF Breakdown Zone Element must also implement the
following additional association:

− An optional association with zero, one or many instances of SubtaskByDefinition which will
be performed in the identified zonal location (via instances of the SubtaskInZone
<<relationship>> class)

4.15 UoF Task Resources


4.15.1 Overall description
The Task Resources UoF, Fig 32, supports a detailed definition of resources needed, either per
subtask, or aggregated per task.
Task Resources can be either:

− Material resources, eg, spares, tools, consumables


− Facilities, eg, hangars, power
− Personnel resources, including eg, skills or additional training requirements
− Documents needed for eg, recording of test results
Material and facility resources can be defined both in terms of specifications, and in terms of
part identifiers.

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4.15.2 Graphical representation

ICN-B6865-S3000L0228-003-00
Fig 32 S3000L UoF Task Resources - class model

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4.15.3 UoF Task Resources - New class and interface definitions


4.15.3.1 TaskResourceItem
The TaskResourceItem <<interface>> enables resources to be assigned to classes that
implement this <<interface>>.
Classes that implement the TaskResourceItem <<interface>> are:

− Task
− SubtaskByDefinition
Classes that implement the TaskResourceItem <<interface>> must also implement the following
association:

− An optional association with zero, one or many TaskResources, ie, resources needed for
the performance of a specific Task or SubtaskByDefinition instance

4.15.3.2 TaskResource
The TaskResource class supports the identification of resources needed for the performance of
a specific Task or SubtaskByDefinition.
Note
TaskResource is an abstract class, ie, an instantiation of TaskResource must be done
using any of the following specializations:

• TaskMaterialResourceBySpecification
• TaskMaterialResourceByReference
• TaskFacilityResourceBySpecification
• TaskFacilityResourceByReference
• TaskPersonnelResource
• TaskDocumentResource
Note
Each instance of TaskResource is uniquely defined for a specific instance of Task or
SubtaskByDefinition. Reuse of resource definitions is enabled through the use of
ResourceSpecifications, HardwarePartAsDesigned, Skills, Trades and Documents.
Note
An instance of class TaskResource has no meaning by itself, but only in the context of a
specific Task or SubtaskByDefinition.
TaskResource attributes:

− fixedResourceMarker
− taskResourceDuration (zero, one or many)
TaskResource associations:

− An association with the Task or SubtaskByDefinition instance, for which the resource is
needed (via the TaskResourceItem <<interface>>)
− An instance of TaskResource can relate to one or many other instances of TaskResource,
via the TaskResourceRelationship <<relationship>> class, eg, “person A uses tool B”
− An instance of TaskResource can be related to from one or many other instances of
TaskResource via the TaskResourceRelationship <<relationship>> class, eg, “tool B is
used by person A”
TaskResource special recommendations:

− Where a TaskResource is dependent upon eg, maintenance level or external condition, it


must be distinguished by the assignment of an ApplicabilityStatement to the TaskResource
instance. Refer to Para 4.22.

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− The taskResourceDuration attribute can have multiple values depending on, for example
maintenance level or external condition. These values must be distinguished by the
assignment of an ApplicabilityStatement to the respective instance of taskResourceDuration
(ie, to the respective instance of PropertyType). Refer to Para 4.22.

4.15.3.3 TaskResourceRelationship
The TaskResourceRelationship <<relationship>> class defines associations between two
instances of TaskResource within the same instance of Task or SubtaskByDefinition. An
example of a task resource relationship is eg, person A "uses" tool B.
TaskResourceRelationship attributes:

− taskResourceRelationshipCategory
TaskResourceRelationship associations:

− (relating) The instance of TaskResource which relates to another instance of TaskResource


− (related) The instance of TaskResource that is being related to from another instance of
TaskResource

4.15.3.4 TaskMaterialResource
The TaskMaterialResource class is a specialization of TaskResource and identifies material
resources needed for the performance of a specific Task or SubtaskByDefinition.
Note
TaskMaterialResource is an abstract class, ie, an instantiation of TaskMaterialResource
must be done using any of its specializations:

• TaskMaterialResourceBySpecification
• TaskMaterialResourceByReference
Note
Each instance of TaskMaterialResource is uniquely defined for a specific instance of Task
or SubtaskByDefinition. Reuse of material resource definitions is enabled through the use
of MaterialResourceSpecifications and HardwarePartAsDesigned.
TaskMaterialResource attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskMaterialResourceQuantity
− taskMaterialResourceCategory (zero or one)
TaskMaterialResource associations:

− An association with the instance of Task or SubtaskByDefinition for which the associated
material resource is needed (inherited from class TaskResource)
− An instance of TaskMaterialResource can relate to one or many other instances of
TaskResource, via the TaskResourceRelationship <<relationship>> class, eg, “tool B is
used by person A” (inherited from class TaskResource)
− An instance of TaskMaterialResource can be related to from one or many other instances of
TaskResource via the TaskResourceRelationship <<relationship>> class, eg, “person A
uses tool B” (inherited from class TaskResource)
TaskMaterialResource special recommendations:

− See special recommendations for Task Resource, Para 4.15.3.2

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4.15.3.5 TaskMaterialResourceByReference
The TaskMaterialResourceByReference class is a specialization of TaskMaterialResource, and
identifies a specific hardware item (HardwarePartAsDesigned or HardwareElement) as the
material resource needed for the performance of a specific Task or SubtaskByDefinition.
Note
Each instance of TaskMaterialResourceByReference is uniquely defined for a specific
instance of Task or SubtaskByDefinition.
TaskMaterialResourceByReference attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskMaterialResourceQuantity (inherited from class TaskMaterialResource)
− taskMaterialResourceCategory (inherited from class TaskMaterialResource)
TaskMaterialResourceByReference associations:

− An association with the instance of Task or SubtaskByDefinition for which the associated
material resource is needed (inherited from class TaskResource)
− An instance of TaskMaterialResourceByReference can relate to one or many other
instances of TaskResource, via the TaskResourceRelationship <<relationship>> class, eg,
“tool B is used by person A” (inherited from class TaskResource)
− An instance of TaskMaterialResourceByReference can be related to from one or many
other instances of TaskResource via the TaskResourceRelationship <<relationship>> class,
eg, “person A uses tool B” (inherited from class TaskResource)
− An association with the HardwarePartAsDesigned or HardwareElement that plays the role
of a material resource (via the TaskResourceByReferenceItem <<interface>>)
TaskMaterialResourceByReference special recommendations:

− See special recommendations for Task Resource, Para 4.15.3.2

4.15.3.6 TaskMaterialResourceBySpecification
The TaskMaterialResourceBySpecification class is a specialization of TaskMaterialResource,
and identifies the material resource needed to perform a specific Task or SubtaskByDefinition,
through a MaterialResourceSpecification.
Note
Each instance of TaskMaterialResourceBySpecification is uniquely defined for a specific
instance of Task or SubtaskByDefinition. Reuse of material resource specifications is
enabled through the use of MaterialResourceSpecification.
TaskMaterialResourceBySpecification attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskMaterialResourceQuantity (inherited from class TaskMaterialResource)
− taskMaterialResourceCategory (inherited from class TaskMaterialResource)
TaskMaterialResourceBySpecification associations:

− An association with the instance of Task or SubtaskByDefinition for which the associated
material resource is needed (inherited from class TaskResource)
− An instance of TaskMaterialResourceBySpecification can relate to one or many other
instances of TaskResource, via the TaskResourceRelationship <<relationship>> class, eg,
“tool B is used by person A” (inherited from class TaskResource)
− An instance of TaskMaterialResourceBySpecification can be related to from one or many
other instances of TaskResource via the TaskResourceRelationship <<relationship>> class,
eg, “person A uses tool B” (inherited from class TaskResource)

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− An association with the instance of MaterialResourceSpecification that specifies the


material resource
TaskMaterialResourceBySpecification special recommendations:

− See special recommendations for Task Resource, Para 4.15.3.2

4.15.3.7 ResourceSpecification
The ResourceSpecification class specifies a resource which can be realized by one or many
HardwarePartAsDesigned.
Note
Use of ResourceSpecifications allows for more generic task/subtask definitions, ie, the
task/subtask does not need to be changed based on customer specific tool sets.
Note
ResourceSpecification is an abstract class, ie, an instantiation of ResourceSpecification
must be either a FacilityResourceSpecification or a MaterialResourceSpecification.
ResourceSpecification attributes:

− resourceSpecificationIdentifier
− resourceSpecificationName
− resourceSpecificationDescription
ResourceSpecification associations:

− An optional association with zero, one or many HardwarePartAsDesigned that realizes the
ResourceSpecification, eg, actual tools, equipment, spares, that can be used when the task
will be performed (via an instance of the ResourceRealization <<relationship>> class)

4.15.3.8 ResourceRealization
The ResourceRealization <<relationship>> class defines relationships between
ResourceSpecifications and the HardwarePartAsDesigned that fulfills the respective
specification.
ResourceRealization associations:

− (specification) The ResourceSpecification that has a HardwarePartAsDesigned realization


− (realization) The HardwarePartAsDesigned instance that fulfills the resource specification
(also known as the part that realizes the specification)
Note
There is one instance of ResourceRealization per relevant combination of
ResourceSpecification and HardwarePartAsDesigned.
ResourceRealization special recommendations:

− Where a ResourceRealization is dependent upon eg, customer, maintenance level or


external conditions, it must be distinguished by the assignment of an ApplicabilityStatement
to the ResourceRealization instance. Refer to Para 4.22.

4.15.3.9 MaterialResourceSpecification
The MaterialResourceSpecification class is a specialization of ResourceSpecification, and
identifies specifications of material resources (eg, spares, consumables, tools) which can be
realized by one or many HardwarePartAsDesigned.
Note
Use of MaterialResourceSpecifications allows for more generic task/subtask definitions, ie,
the task/subtask does not need to be changed based on customer specific tool sets.

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MaterialResourceSpecification attributes:

− resourceSpecificationIdentifier (inherited from class ResourceSpecification)


− resourceSpecificationName (inherited from class ResourceSpecification)
− resourceSpecificationDescription (inherited from class ResourceSpecification)
MaterialResourceSpecification associations:

− An optional association with zero, one or many HardwarePartAsDesigned that realizes the
MaterialResourceSpecification, eg, actual tools, equipment, spares, that can be used when
the task will be performed (inherited from class ResourceSpecification)
− An optional association with zero, one or many TaskMaterialResourceBySpecifications, ie,
individual usages of the specified material resource in a specific Task or
SubtaskByDefinition
MaterialResourceSpecification special recommendations:

− See special recommendations for ResourceSpecification, Para 4.15.3.8

4.15.3.10 TaskFacilityResource
The TaskFacilityResource class is a specialization of TaskResource and identifies facility
resources needed for the performance of a specific Task or SubtaskByDefinition.
Note
TaskFacilityResource is an abstract class, ie, an instantiation of TaskFacilityResource must
be done using any of its specializations:

• TaskFacilityResourceBySpecification
• TaskFacilityResourceByReference
Note
Each instance of TaskFacilityResource is uniquely defined for a specific instance of Task or
SubtaskByDefinition. Reuse of facility resource definitions is enabled through the use of
FacilityResourceSpecifications and HardwarePartAsDesigned.
TaskFacilityResource attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskFacilityResourceQuantity (zero or one)
TaskFacilityResource associations:

− An association with the instance of Task or SubtaskByDefinition for which the associated
facility resource is needed (inherited from class TaskResource)
− An instance of TaskFacilityResource can relate to one or many other instances of
TaskResource, via the TaskResourceRelationship <<relationship>> class, eg, “power utility
A powers equipment B” (inherited from class TaskResource)
− An instance of TaskFacilityResource can be related to from one or many other instances of
TaskResource via the TaskResourceRelationship <<relationship>> class, eg, “equipment B
must be powered by power utility A” (inherited from class TaskResource)
TaskFacilityResource special recommendations:

− See special recommendations for TaskResource, Para 4.15.3.2

4.15.3.11 TaskFacilityResourceByReference
The TaskFacilityResourceByReference class is a specialization of TaskFacilityResource, and
identifies a specific hardware item (HardwarePartAsDesigned or HardwareElement) as the
facility resource needed for the performance of a specific Task or SubtaskByDefinition.

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Note
Each instance of TaskFacilityResourceByReference is uniquely defined for a specific
instance of Task or SubtaskByDefinition.
TaskFacilityResourceByReference attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskFacilityResourceQuantity (inherited from class TaskFacilityResource)
TaskFacilityResourceByReference associations:

− An association with the instance of Task or SubtaskByDefinition for which the associated
facility resource is needed (inherited from class TaskResource)
− An instance of TaskFacilityResourceByReference can relate to one or many other instances
of TaskResource, via the TaskResourceRelationship <<relationship>> class, eg, “power
utility A powers equipment B” (inherited from class TaskResource)
− An instance of TaskFacilityResourceByReference can be related to from one or many other
instances of TaskResource via the TaskResourceRelationship <<relationship>> class, eg,
“equipment B must be powered by power utility A” (inherited from class TaskResource)
− An association with the HardwarePartAsDesigned or HardwareElement that plays the role
of a facility resource (via the TaskResourceByReferenceItem <<interface>>)
TaskFacilityResourceByReference special recommendations:

− See special recommendations for TaskResource, Para 4.15.3.2

4.15.3.12 TaskFacilityResourceBySpecification
The TaskFacilityResourceBySpecification class is a specialization of TaskFacilityResource, and
identifies the facility resource needed to perform a specific Task or SubtaskByDefinition through
a FacilityResourceSpecification.
Note
Each instance of TaskFacilityResourceBySpecification is uniquely defined for a specific
instance of Task or SubtaskByDefinition. Reuse of facility resource specifications is
enabled through the use of FacilityResourceSpecification.
TaskFacilityResourceBySpecification attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskFacilityResourceQuantity (inherited from class TaskFacilityResource)
TaskFacilityResourceBySpecification associations:

− An association with the instance of Task or SubtaskByDefinition for which the associated
facility resource is needed (inherited from class TaskResource)
− An instance of TaskFacilityResourceBySpecification can relate to one or many other
instances of TaskResource, via the TaskResourceRelationship <<relationship>> class, eg,
“power utility A powers equipment B” (inherited from class TaskResource)
− An instance of TaskFacilityResourceBySpecification can be related to from one or many
other instances of TaskResource via the TaskResourceRelationship <<relationship>> class,
eg, “equipment B must be powered by power utility A” (inherited from class TaskResource)
− An association with the instance of FacilityResourceSpecification that specifies the required
facility resource
TaskFacilityResourceBySpecification special recommendations:

− See special recommendations for TaskResource, Para 4.15.3.2

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4.15.3.13 FacilityResourceSpecification
The FacilityResourceSpecification class is a specialization of ResourceSpecification, and
identifies specifications of facility resources (eg, power, internet, hangar, dock) which can be
realized by one or many HardwarePartAsDesigned.
Note
Use of FacilityResourceSpecifications allows for more generic task/subtask definitions, ie,
the task/subtask does not need to be changed based on customer specific realizations of
facilities.
FacilityResourceSpecification attributes:

− resourceSpecificationIdentifier (inherited from class ResourceSpecification)


− resourceSpecificationName (inherited from class ResourceSpecification)
− resourceSpecificationDescription (inherited from class ResourceSpecification)
FacilityResourceSpecification associations:

− An optional association with zero, one or many HardwarePartAsDesigned that realizes the
FacilityResourceSpecification, ie, actual equipment that can be used when the task -will be
performed (inherited from class ResourceSpecification)
− An optional association with zero, one or many TaskFacilityResourceBySpecifications, ie,
individual usages of the specified facility resource in a specific Task or SubtaskByDefinition
FacilityResourceSpecification special recommendations:

− See special recommendations for ResourceSpecification, Para 4.15.3.8

4.15.3.14 TaskResourceByReferenceItem
The TaskResourceByReferenceItem <<interface>> is implemented by classes that represent
hardware which can be used as a resource in a task.
Classes that implements the TaskResourceByReferenceItem <<interface>> are:

− HardwarePartAsDesigned
− HardwareElement
Classes that implement the TaskResourceByReferenceItem <<interface>> must also implement
the following associations:

− An optional association with one or many instances of TaskMaterialResourceByReference


− An optional association with one or many instances of TaskFacilityResourceByReference

4.15.3.15 TaskPersonnelResource
The TaskPersonnelResource class is a specialization of TaskResource, and identifies
personnel resources needed for the performance of a specific Task or SubtaskByDefinition.
Note
Each instance of TaskPersonnelResource is uniquely defined for a specific instance of
Task or SubtaskByDefinition. Reuse of personnel resource definitions is enabled through
the use of Trades, SkillLevels and Skills.
TaskPersonnelResource attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
− taskPersonnelResourceRole
− taskNumberOfPersonnelResource (zero, one or many)
− taskPersonnelResourceLabourTime (zero, one or many)
TaskPersonnelResource associations:

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− An association with the instance of Task or SubtaskByDefinition for which the associated
personnel resource is needed (inherited from class TaskResource)
− An instance of TaskPersonnelResource can relate to one or many other instances of
TaskResource, via the TaskResourceRelationship <<relationship>> class, eg, “person A
uses tool B” (inherited from class TaskResource)
− An instance of TaskPersonnelResource can be related to from one or many other instances
of TaskResource via the TaskResourceRelationship <<relationship>> class, eg, “tool B is
used by person A” (inherited from class TaskResource)
− An optional association with zero, one or many competences (Trades, SkillLevels or Skills)
that is required by the person that will the role of the TaskPersonnelResource (via the
TaskPersonnelResourceCompetence <<relationship>> class)
TaskPersonnelResource special recommendations:

− The taskResourceDuration, taskNumberOfPersonnelResource and


taskPersonnelResourceLabourTime attributes can have multiple values depending on, for
example maintenance level or external conditions. These values must be distinguished by
the assignment of an ApplicabilityStatement to the respective instance of
taskResourceDuration, taskNumberOfPersonnelResource and
taskPersonnelResourceLabourTime, respectively (ie, to the respective instance of
PropertyType). Refer to Para 4.22.
− See special recommendations for ResourceSpecification, Para 4.15.3.8

4.15.3.16 CompetenceDefinitionItem
The CompetenceDefinitionItem <<interface>> enables Skills, SkillLevels and Trades to be
associated with the definition of a personnel resource that is needed to perform a Task or a
SubtaskByDefinition.
Classes that implements the CompetenceDefinitionItem <<interface>> are:

− Trade
− Skill
− SkillLevel
Classes that implement the CompetenceDefinitionItem <<interface>> must also implement the
following association:

− An optional association with zero, one or many instances of TaskPersonnelResource, ie,


definitions of personnel resources needed for the performance of a specific Task or
SubtaskByDefinition (via the TaskPersonnelResourceCompetence <<relationship>> class)

4.15.3.17 Trade
The Trade class identifies types of occupations.
Trade attributes:

− tradeName
Trade associations:

− An optional association with zero, one or many SkillLevels defined for the Trade
Trade interfaces:

− The Trade class implements the CompetenceDefinitionItem <<interface>>

4.15.3.18 Skill
The Skill class identifies specific skills as defined by codes according to agreed encoding
systems.

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Skill attributes:

− skillCode
Skill interfaces:

− The Skill class implements the CompetenceDefinitionItem <<interface>>

4.15.3.19 SkillLevel
The SkillLevel class defines specific skill levels for a defined Trade, eg, advanced, intermediate
or master.
Note
An instance of class SkillLevel has no meaning by itself, but only in the context of a specific
Trade.
SkillLevel attributes:

− skillLevelName
− skillLevelDescription (zero or one)
SkillLevel associations:

− An association with the Trade for which the SkillLevel is defined


SkillLevel interfaces:

− The SkillLevel class implements the CompetenceDefinitionItem <<interface>>

4.15.3.20 TaskPersonnelResourceCompetence
The TaskPersonnelResourceCompetence <<relationship>> class defines relationships between
instances of TaskPersonnelResource and the specific competences that are required for the
person that will play the role as the personnel resource.
TaskPersonnelResourceCompetence associations:

− (relating) The instance of TaskPersonnelResource which defines the need of a personnel


resource with a specific competence
− (related) The competence that has the qualifications required for performing or participating
in the task in the role as defined by the TaskPersonnelResource (via the
CompetenceDefinitionItem <<interface>>)
− An optional association with zero, one or many instances of the
AdditionalTrainingRequirements <<attributeGroup>>, defining additional training required
for the defined competence in order to be qualified for the performance of, or participation
in, the task in the role defined by the TaskPersonnelResource
Note
There is one instance of TaskPersonnelResourceCompetence per relevant combination of
TaskPersonnelResource and competence (ie, Trade, Skill or SkillLevel).
TaskPersonnelResourceCompetence special recommendations:

− Where a TaskPersonnelResourceCompetence is dependent upon eg, customer,


maintenance level, or external conditions, it must be distinguished by the assignment of an
ApplicabilityStatement to the TaskPersonnelResourceCompetence instance. Refer to
Para 4.22.

4.15.3.21 AdditionalTrainingRequirement
The AdditionalTrainingRequirement <<attributeGroup>> identifies additional training required for
the given competence (Trade, SkillLevel or Skill), in order for the defined competence to be
qualified to play the role of the personnel resource.

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Note
An instance of class AdditionalTrainingRequirement has no meaning by itself, but only in
the context of an association between a specific required personnel resource, and a
defined competence (ie, in the context of a specific instance of
TaskPersonnelResourceCompetence).
AdditionalTrainingRequirement attributes:

− additionalTrainingRequirementDescription
− trainingMethod (zero or one)
AdditionalTrainingRequirement associations:

− An instance of AdditionalTrainingRequirement must always be associated with a specific


instance of TaskPersonnelResourceCompetence

4.15.3.22 TaskDocumentResource
The TaskDocument class is a specialization of TaskResource, and identifies Documents
needed for the performance of a specific Task or SubtaskByDefinition.
Note
Each instance of TaskDocumentResource is uniquely defined for a specific instance of
Task or SubtaskByDefinition. Reuse of document resource definitions is enabled through
the use of Documents.
TaskDocumentResource attributes:

− fixedResourceMarker (inherited from class TaskResource)


− taskResourceDuration (inherited from class TaskResource)
TaskDocumentResource associations:

− An association with a specific instance of Task or SubtaskByDefinition for which the


associated document resource is needed (inherited from class TaskResource)
− An instance of TaskDocument can relate to one or many other instances of TaskResource
via the TaskResourceRelationship <<relationship>> class (inherited from class
TaskResource)
− An instance of TaskDocument can be related to from one or many other instances of
TaskResource via the TaskResourceRelationship <<relationship>> class (inherited from
class TaskResource)
− An association with the Document that will be used as a task resource
TaskDocumentResource special recommendations:

− See special recommendations for Task Resource, Para 4.15.3.2


4.15.4 UoF Task Resources - Additions to referenced class and interface definitions
4.15.4.1 Task
The Task class defined in UoF Task must also implement the following additional
<<interface>>:

− TaskResourceItem

4.15.4.2 SubtaskByDefinition
The SubtaskByDefinition class defined in UoF Task must also implement the following
additional <<interface>>:

− TaskResourceItem

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4.15.4.3 Document
The Document class defined in UoF Document must also implement the following additional
association:

− An optional association with zero, one or many instances of TaskDocumentResource, ie,


situations where the Document will be used as resource in a task

4.15.4.4 HardwarePartAsDesigned
The HardwarePartAsDesigned class defined in UoF Part Definition must also implement the
following additional association:

− An optional association with zero, one or many instances of ResourceSpecification (via the
ResourceRealization <<relationship>> class), where the HardwarePartAsDesigned meets
the requirements in a ResourceSpecification, and hence can be used as a resource in one
or many tasks
The HardwarePartAsDesigned class defined in UoF Part Definition must also implement the
following additional <<interface>>:

− TaskResourceByReferenceItem

4.15.4.5 HardwareElement
The HardwareElement class defined in UoF Breakdown Element Realization must also
implement the following additional <<interface>>:

− TaskResourceByReferenceItem
4.16 UoF Task Usage (Part 1)
4.16.1 Overall description
The Task Usage (Part 1) UoF, Fig 33, supports detailed definitions for:

− Identifying the breakdown element or part on which an operational or rectifying task will be
performed
− Thresholds and triggers defining the conditions that initiates an operational or rectifying task
− The frequency by which an operational or rectifying task is performed
− Where the operational or rectifying task will be performed

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4.16.2 Graphical representation

ICN-B6865-S3000L0229-003-00
Fig 33 S3000L UoF Task Usage (Part 1) - class model

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4.16.3 UoF Task Usage (Part 1) - New class and interface definitions

4.16.3.1 TaskTarget
The TaskTarget <<relationship>> class defines a relationship between a Task and the object on
which the Task will be performed. The object must be an instance of a class that implements
the LSACandidate <<interface>>. Refer to Para 4.9.
Note
TaskTarget is an abstract class, ie, an instantiation of TaskTarget needs to be either a
PlannedTaskTarget or SupportingTaskTarget. Refer to Para 4.17.
TaskTarget associations:

− (object) The task target item (LSACandidate) on which the related task will be performed
− An optional association with zero, one or many instances of the TaskFrequency
<<attributeGroup>>

4.16.3.2 TaskFrequency
The TaskFrequency <<attributeGroup>> defines the frequency of performance or occurrence
for the associated Task.
Note
An instance of class TaskFrequency has no meaning by itself, but only in the context of a
specific TaskTarget (task usage).
Note
Task frequency (eg, annualization) must be defined whenever a task has more than one
time limit.
TaskFrequency attributes:

− taskFrequency (one or many)


− taskFrequencyCalculationMethod (zero or one)
TaskFrequency associations:

− An instance of TaskFrequency must always be associated with a specific instance of


TaskTarget, ie, a specific combination of Task and LSACandidate, on which the task will be
performed
TaskFrequency special recommendations:

− Where a TaskFrequency is dependent upon eg, external conditions, customer, it must be


distinguished by the assignment of an ApplicabilityStatement to the TaskFrequency
instance. Refer to Para 4.22.
− The taskFrequency attribute can have multiple values depending on, for example external
conditions. These values must be distinguished by the assignment of an
ApplicabilityStatement to the respective instance of taskFrequency ie, to the respective
instance of PropertyType. Refer to Para 4.22.

4.16.3.3 PlannedTaskItem
The PlannedTaskItem <<interface>> is implemented by classes that can be associated with a
PlannedTaskTarget, ie, be associated with task limits and preferred locations for task execution.
Classes that implement the PlannedTaskItem <<interface>>:

− RectifyingTask
− OperationalTask
Classes that implement the PlannedTaskItem <<interface>> must also implement the following
association:

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− An association with one or many instances of PlannedTaskTarget

4.16.3.4 PlannedTaskTarget
The PlannedTaskTarget <<relationship>> class is a specialization of the TaskTarget class
which adds information in terms of task limits and preferred support organization for task
execution.
Note
There is one instance of PlannedTaskTarget per relevant combination of PlannedTaskItem
and LSACandidate.
Note
The PlannedTaskTarget class must be used to associate RectifyingTasks and
OperationalTasks with the items on which the they will be performed.
PlannedTaskTarget interfaces:

− PlannedTaskTarget implements the TimeLimitItem <<interface>>


PlannedTaskTarget associations:

− (object) The task target item (instance of a class that implements the LSACandidate
<<interface>>) on which the related task will be performed (inherited from class TaskTarget)
− (subject) The task (instance of RectifyingTask or OperationalTask) that is planned to be
performed on the LSACandidate (instance of BreakdownElementRevision or Part)
− An optional association with zero, one or many instances of TaskFrequency (inherited from
class TaskTarget)
− An association with one or many support organizations where the associated task can be
performed on related LSACandidate (via the AllocatedMaintenanceLevel <<relationship>>
class)
− An optional association with zero, one or many TimeLimits, ie, thresholds (intervals) that
defines when the associated PlannedTaskItem will be performed on the LSACandidate (via
the TimeLimitItem <<interface>>)
PlannedTaskTarget recommendations:

− Where an instance of PlannedTaskTarget is dependent upon eg, external conditions,


customer, it must be distinguished by the assignment of an ApplicabilityStatement to the
PlannedTaskTarget instance. Refer to Para 4.22.
Note
Associating a PlannedTaskTarget with a specific maintenance level, by default means that
any maintenance level above can carry out the same Task.

4.16.3.5 AllocatedMaintenanceLevel
The AllocatedMaintenanceLevel <<relationship>> class defines an association between an
instance of PlannedTaskTarget and an identified support organization where the associated
PlannedTaskItem will be carried out.
AllocatedMaintenanceLevel associations:

− (relating) The instance of PlannedTaskTarget (ie, specific combination of a RectifyingTask


or OperationalTask and an LSACandidate) that will be performed at the related support
organization
− (related) The support organization (MaintenanceLevel, MaintenanceLocation,
OperatingLocationType, or OperatingLocation) that must have the capability to perform the
associated task (via the AllocatedMaintenanceLevelItem <<interface>>)

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Note
There is one instance of AllocatedMaintenanceLevel per relevant combination of
PlannedTaskUsage and support organization.
AllocatedMaintenanceLevel special recommendations:

− Where the AllocatedMaintenanceLevel is dependent upon eg, operational scenario, it must


be distinguished by the assignment of an ApplicabilityStatement to the
AllocatedMaintenanceLevel instance. Refer to Para 4.22.

4.16.3.6 AllocatedMaintenanceLevelItem
The AllocatedMaintenanceLevelItem <<interface>> is implemented by classes that can
represent support organizations where a rectifying or operational task can be performed.
Classes that implement the AllocatedMaintenanceLevelItem <<interface>> are:

− MaintenanceLevel
− MaintenanceLocation
− OperatingLocationType
− OperatingLocation
Classes that implement the AllocatedMaintenanceLevelItem <<interface>>must also implement
the following association:

− An optional association with zero, one or many instances of AllocatedMaintenanceLevel

4.16.3.7 TimeLimit
The TimeLimit class identifies thresholds (intervals) which defines when the associated task (via
PlannedTaskTarget) will be performed on the identified LSACandidate.
Note
An instance of class TimeLimit has no meaning by itself, but only in the context of a specific
PlannedTaskTarget or TaskRequirementTarget. Refer to Para 4.13.
Note
TimeLimit is an abstract class, ie, an instantiation of TimeLimit must be an instantiation of
either DiscreteTimeLimit or PeriodicTimeLimit.
TimeLimit attributes:

− timeLimitHarmonizationIndicator
− timeLimitDescription (zero or one)
TimeLimit associations:

− An instance of TimeLimit must always be associated with a specific instance of a class that
implements the TimeLimitItem <<interface>>, ie, an instance of either PlannedTaskTarget
or TaskRequirementTarget. Refer to Para 4.13.
TimeLimit special recommendations:

− Where an instance of TimeLimit is dependent upon eg, external conditions or customer, it


must be distinguished by the assignment of an ApplicabilityStatement to the TimeLimit
instance. Refer to Para 4.22.

4.16.3.8 TimeLimitItem
The TimeLimitItem <<interface>> is implemented by classes that can have an associated
interval or limit that must not be exceeded.
Classes that implements the TimeLimitItem <<interface>> are:

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− TaskRequirementTarget. Refer to Para 4.13.


− PlannedTaskTarget
Classes that implement the TimeLimitItem <<interface>>must also implement the following
association:

− An optional association with zero, one or many instances of TimeLimit

4.16.3.9 SamplingDefinition
The SamplingDefinition class identifies the method to be used for selecting a limited set of
manufactured products, on which a task will be performed when a specific time limit has been
reached.
Note
An instance of class SamplingDefinition has no meaning by itself, but only in the context of
a specific DiscreteTimeLimit, InitialTimeLimit or RepeatTimeLimit (via the SamplingItem
<<interface>>).
Note
An instance of SamplingDefinition can be (but need not be) specialized into either
SamplingDefinitionByRatio or SamplingDefinitionByValue.
SamplingDefinition attributes:

− samplingMethodDescription
SamplingDefinition associations:

− An instance of SamplingDefinition must always be associated with a specific instance of a


class that implements the SamplingItem <<interface>>

4.16.3.10 SamplingDefinitionByRatio
The SamplingDefinitionByRatio class is a specialization of the SamplingDefinition class, and
identifies that the method used for selecting manufactured products is done by ratio.
Note
An instance of class SamplingDefinitionByRatio has no meaning by itself, but only in the
context of a specific DiscreteTimeLimit, InitialTimeLimit or RepeatTimeLimit.
SamplingDefinitionByRatio attributes:

− samplingMethodDescription (inherited from class SamplingDefinition)


− samplingRatio
SamplingDefinitionByRatio associations:

− An instance of SamplingDefinitionByRatio must always be associated with a specific


instance of a class that implements the SamplingItem <<interface>> (inherited from class
SamplingDefinition)

4.16.3.11 SamplingDefinitionByValue
The SamplingDefinitionByValue class is a specialization of the SamplingDefinition class, and
identifies that the method used for selecting manufactured products is done by value, ie, a
definitive number of manufactured products.
Note
An instance of class SamplingDefinitionByValue has no meaning by itself, but only in the
context of a specific DiscreteTimeLimit, InitialTimeLimit or RepeatTimeLimit.
SamplingDefinitionByValue attributes:

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− samplingMethodDescription (inherited from class SamplingDefinition)


− samplingValue
SamplingDefinitionByValue associations:

− An instance of SamplingDefinitionByValue must always be associated with a specific


instance of a class that implements the SamplingItem <<interface>> (inherited from class
SamplingDefinition)

4.16.3.12 SamplingItem
The SamplingItem <<interface>> is implemented by classes that can be associated with a
defined sampling method.
Classes that implement the Sampling <<interface>> are:

− DiscreteTimeLimit
− InitialTimeLimit
− RepeatTimeLimit
Classes that implement the Sampling interface must implement the following associations:

− An optional association with zero or one instance of SamplingDefinition (or subclasses


thereof)

4.16.3.13 DiscreteTimeLimit
The DiscreteTimeLimit class is a specialization of the TimeLimit class, and is used to identify
limits that are distinct from each other, ie, there is no scheduled next occurrence for the
associated task.
Note
An instance of class DiscreteTimeLimit has no meaning by itself, but only in the context of a
specific instance of PlannedTaskTarget or TaskRequirementTarget.
Note
DiscreteTimeLimit need not contain a computable expression, ie, it can just contain a
timeLimitDescription without any computable triggers or thresholds.
DiscreteTimeLimit attributes:

− timeLimitHarmonizationIndicator (inherited from class TimeLimit)


− timeLimitDescription (inherited from class TimeLimit)
DiscreteTimeLimit implements the following <<interface>>:

− SamplingItem
DiscreteTimeLimit associations:

− An instance of DiscreteTimeLimit must always be associated with a specific instance of


PlannedTaskTarget or TaskRequirementTarget (inherited from class TimeLimit)
− An optional trigger association with zero, one or many instances of ThresholdDefinition
− An optional threshold association with zero, one or many instances of ThresholdDefinition
Note
The threshold association defines a specified interval, from a defined event, to the next
required performance of the PlannedTaskTarget. The defined event is identified by the
trigger association.
Note
The trigger association describes the event to which the threshold is related, eg, bird strike
or engine replacement. If the DiscreteTimeLimit does not define any trigger association, it

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must be assumed that the trigger event equals the hardwarePartMaintenanceStart defined
for HardwarePart in UoF Part Definition. The trigger activates the threshold.
Note
Multiple instances of ThresholdDefinitions for both the trigger and the threshold association
mean ‘whichever is reached first’.
DiscreteTimeLimit special recommendations:

− Where an instance of DiscreteTimeLimit is dependent upon eg, external conditions or


customer, it must be distinguished by the assignment of an ApplicabilityStatement to the
DiscreteTimeLimit instance. Refer to Para 4.22.
Note
The DiscreteTimeLimit can be used to define "Perform once" and "On condition" time limits
as defined in S1000D.

4.16.3.14 PeriodicTimeLimit
The PeriodicTimeLimit class is a specialization of the TimeLimit class, and is used to identify
limits that are repeated with a specific interval, ie, there is a next scheduled occurrence for the
associated task.
Note
An instance of class PeriodicTimeLimit has no meaning by itself, but only in the context of a
specific instance of PlannedTaskTarget or TaskRequirementTarget.
PeriodicTimeLimit attributes:

− timeLimitHarmonizationIndicator (inherited from class TimeLimit)


− timeLimitDescription (inherited from class TimeLimit)
PeriodicTimeLimit associations:

− An instance of PeriodicTimeLimit must always be associated with a specific instance of


PlannedTaskTarget or TaskRequirementTarget (inherited from class TimeLimit)
− An optional initial threshold association with an instance of InitialTimeLimit
− An association with one or many instances of RepeatTimeLimit
Note
The InitialTimeLimit association defines a specified interval for the first required
performance of the PlannedTaskItem (ie, RectifyingTask or OperationalTask). The interval
must be assumed to be triggered by the condition that is defined as the
hardwarePartMaintenanceStart for HardwarePart in UoF Part Definition. Refer to Para 4.4.
Note
Multiple instances of RepeatTimeLimit for the repeat association require that each instance
of RepeatTimeLimit is ordered using the SubsequentRepeatRelationship class.
PeriodicTimeLimit special recommendations:

− Where an instance of PeriodicTimeLimit is dependent upon eg, external conditions or


customer, it must be distinguished by the assignment of an ApplicabilityStatement to the
PeriodicTimeLimit instance. Refer to Para 4.22.
Note
The PeriodicTimeLimit class can be used to define explicit combinations of initial "Perform
once" and "Perform periodically" time limits as defined in S1000D.

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4.16.3.15 InitialTimeLimit
The InitialTimeLimit class defines a specific interval for the first scheduled performance of a
periodic task.
Note
An instance of class InitialTimeLimit has no meaning by itself, but only in the context of a
specific PeriodicTimeLimit.
InitialTimeLimit implements the following <<interface>>:

− SamplingItem
InitialTimeLimit associations:

− An instance of InitialTimeLimit is always associated with a specific instance of


PeriodicTimeLimit
− A threshold association with one or many instances of ThresholdDefinition
Note
The threshold association defines a specified interval for the first performance of the
associated RectifyingTask or OperationalTask.
Note
Multiple instances of ThresholdDefinition for the threshold association mean “whichever is
reached first”.

4.16.3.16 RepeatTimeLimit
The RepeatTimeLimit class defines task limits that are repeated with a specific interval.
Note
An instance of class RepeatTimeLimit has no meaning by itself, but only in the context of a
specific PeriodicTimeLimit.
Note
RepeatTimeLimit must contain a computable expression.
RepeatTimeLimit implements the following <<interface>>:

− SamplingItem
RepeatTimeLimit associations:

− An instance of RepeatTimeLimit is always associated with a specific instance of


PeriodicTimeLimit
− A threshold association with one or many instances of ThresholdDefinition
− An optional association with zero or one succeeding instance of RepeatTimeLimit, via the
SubsequentRepeatRelationship <<relationship>> class
− An optional association with zero or one preceding instance of RepeatTimeLimit, via the
SubsequentRepeatRelationship <<relationship>> class
Note
The threshold association defines a specified interval for the repeated performance of the
associated RectifyingTask or OperationalTask.
Note
Multiple instances of ThresholdDefinition for the threshold association mean ‘whichever is
reached first’.
Note
The RepeatTimeLimit class can be used to define "Perform periodically" time limits as
defined in S1000D.

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4.16.3.17 SubsequentRepeatRelationship
The SubsequentRepeatRelationship class defines an ordered relationship between two
instances of RepeatTimeLimit, where the succeeding RepeatTimeLimit replaces the preceding
RepeatTimeLimit at a specific point defined by the SubsequentRepeatRelationship trigger.
Note
The definition of when an instance of RepeatTimeLimit will be succeeded by another
instance of RepeatTimeLimit (ie, replaced by another instance) is determined by the
instance of ThresholdDefinition defined via the SubsequentRepeatRelationship trigger
association.
SubsequentRepeatRelationship associations:

− (preceding) The instance of RepeatTimeLimit that is replaced by the succeeding


RepeatTimeLimit
− (succeeding) The instance of RepeatTimeLimit that is replacing the preceding
RepeatTimeLimit
− A trigger association with one or many instances of ThresholdDefinition
Note
The trigger association describes the event when the instance of RepeatTimeLimit
identified by the succeeding association will replace the instance of RepeatTimeLimit
identified by the preceding association.
Note
Multiple instances of ThresholdDefinition for the trigger association mean "whichever is
reached first".

4.16.3.18 ThresholdDefinition
The ThresholdDefinition class defines the value or event that constitutes a threshold or trigger.
Note
An instance of class ThresholdDefinition has no meaning by itself, but only in the context of
a specific instance of either:

• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
Note
ThresholdDefinition is an abstract class, ie, an instantiation of ThresholdDefinition must be
either a ParameterThresholdDefinition or an EventThresholdDefinition.
ThresholdDefinition associations:

− An instance of ThresholdDefinition can only be associated with one specific instance of one
of the following:
• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger

4.16.3.19 ParameterThresholdDefinition
The ParameterThresholdDefinition class is a specialization of class ThresholdDefinition and is
used to represent a value with unit that constitutes a threshold or trigger.

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Note
An instance of class ParameterThresholdDefinition has no meaning by itself, but only in the
context of a specific instance of either:

• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
Note
An example of ParameterThresholdDefinition is 1000 flight hours.
ParameterThresholdDefinition attributes:

− thresholdValue
ParameterThresholdDefinition associations:

− An instance of ParameterThresholdDefinition is always associated with a specific instance


of one of the following (inherited from class ThresholdDefinition):
• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger

4.16.3.20 EventThresholdDefinition
The EventThresholdDefinition class is a specialization of class ThresholdDefinition and is used
to represent the number of occurrences of an explicit event that constitutes a threshold or
trigger.
Note
An instance of class EventThresholdDefinition has no meaning by itself, but only in the
context of a specific instance of either:

• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
Note
EventThresholdDefinition is an abstract class, ie, an instantiation of
EventThresholdDefinition must be either a TaskThresholdDefinition, a
SpecialEventThresholdDefinition or a FailureModeThresholdDefinition.
EventThresholdDefinition attributes:

− eventThresholdNumberOfEventOccurrences
EventThresholdDefinition associations:

− An instance of EventThresholdDefinition is always associated with a specific instance of


one of the of the following (inherited from class ThresholdDefinition):
• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold

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• SubsequentRepeatRelationship, as a trigger

4.16.3.21 FailureModeThresholdDefinition
The FailureModeThresholdDefinition class is a specialization of class EventThresholdDefinition.
FailureModeThresholdDefinition is used to represent the number of occurrences of a specific
FailureMode (UoF LSA FMEA) that constitutes the threshold or trigger. Refer to Para 4.11.
Note
An instance of class FailureModeThresholdDefinition has no meaning by itself, but only in
the context of a specific instance of either:

• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
FailureModeThresholdDefinition attributes:

− eventThresholdNumberOfEventOccurrences (inherited from class


EventThresholdDefinition)
FailureModeThresholdDefinition associations:

− An instance of FailureModeThresholdDefinition is always associated with a specific instance


of one of the following (inherited from class ThresholdDefinition):
• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger.
− An association with an instance of FailureMode that constitutes the threshold or trigger.

4.16.3.22 SpecialEventThresholdDefinition
The SpecialEventThresholdDefinition class is a specialization of class
EventThresholdDefinition. SpecialEventThresholdDefinition is used to represent the number of
occurrences of a specific SpecialEvent (UoF Special Event And Damage) that constitutes the
threshold or trigger.
Note
An instance of class SpecialEventThresholdDefinition has no meaning by itself, but only in
the context of a specific instance of either:

• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
SpecialEventThresholdDefinition attributes:

− eventThresholdNumberOfEventOccurrences (inherited from class


EventThresholdDefinition)
SpecialEventThresholdDefinition associations:

− An instance of SpecialEventThresholdDefinition is always associated with a specific


instance of one of the following (inherited from class ThresholdDefinition):

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• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
− An association with an instance of SpecialEvent that constitutes the threshold or trigger

4.16.3.23 TaskThresholdDefinition
The TaskThresholdDefinition class is a specialization of class EventThresholdDefinition.
TaskThresholdDefinition is used to represent the number of occurrences of a specific Task
(UoF Task) that constitutes the threshold or trigger. Refer tp Para 4.14.
Note
An instance of class TaskThresholdDefinition has no meaning by itself, but only in the
context of a specific instance of either:

• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
TaskThresholdDefinition attributes:

− eventThresholdNumberOfEventOccurrences (inherited from class


EventThresholdDefinition)
TaskThresholdDefinition associations:

− An instance of TaskThresholdDefinition is always associated with a specific instance of one


of the following (inherited from class ThresholdDefinition):
• DiscreteTimeLimit, as a trigger
• DiscreteTimeLimit, as a threshold
• InitialTimeLimit, as an initial threshold
• RepeatTimeLimit, as a threshold
• SubsequentRepeatRelationship, as a trigger
− An association with an instance of Task that constitutes the threshold or trigger

4.16.4 UoF Task Usage (Part 1) - Additions to referenced class and interface definitions
4.16.4.1 LSACandidate
Classes that implements the LSACandidate <<interface>> defined in UoF LSA Candidate must
also implement the following additional association:

− An optional association with zero, one or many instances of Task which will be performed
on the LSA candidate (via instances of the TaskTarget <<relationship>> class)

4.16.4.2 Task
The Task class defined in UoF Task must also implement the following additional association:

− An optional association with zero, one or many instances of TaskThresholdDefinition

4.16.4.3 RectifyingTask
The RectifyingTask class defined in UoF Task must also implement the following additional
<<interface>>:

− PlannedTaskItem

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OperationalTask
The OperationalTask class defined in UoF Task must also implement the following additional
<<interface>>:

− PlannedTaskItem

4.16.4.4 MaintenanceLevel
The MaintenanceLevel class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− AllocatedMaintenanceLevelItem

4.16.4.5 MaintenanceLocation
The MaintenanceLocation class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− AllocatedMaintenanceLevelItem

4.16.4.6 OperatingLocationType
The OperatingLocationType class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− AllocatedMaintenanceLevelItem

4.16.4.7 OperatingLocation
The OperatingLocation class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− AllocatedMaintenanceLevelItem

4.16.4.8 SpecialEvent
The SpecialEvent class defined in UoF Special Event And Damage must also implement the
following additional association:

− An optional association with zero, one or many instances of


SpecialEventThresholdDefinition

4.16.4.9 FailureMode
The FailureMode class defined in UoF LSA FMEA must also implement the following additional
association:

− An optional association with zero, one or many instances of


FailureModeThresholdDefinition

4.17 UoF Task Usage (Part 2)


4.17.1 Overall description
The Task Usage (Part 2) UoF, Fig 34, supports the creation of associations between supporting
tasks and the objects on which the supporting task will be performed.

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4.17.2 Graphical representation

ICN-B6865-S3000L0230-002-00
Fig 34 S3000L UoF Task Usage (Part 2) - class model
4.17.3 UoF Task Usage (Part 2) - New class and interface definitions
4.17.3.1 SupportingTaskTarget
The SupportingTaskTarget <<relationship>> class is a specialization of the TaskTarget class.
SupportingTaskTarget defines associations between instances of SupportingTask and specific
task target items (ie, instances of the classes that implement the LSACandidate <<interface>>)
on which the SupportingTask will be performed.
Note
There is one instance of SupportingTaskTarget per relevant combination of SupportingTask
and LSACandidate.
SupportingTaskTarget associations:

− (object) The task target item (instance of a class that implement the LSACandidate
<<interface>>) on which the related supporting task will be performed (inherited from class
TaskTarget)
− (subject) The SupportingTask instance that will be performed on the task target item
(instance of a class that implement the LSACandidate <<interface>>)
− An optional association with zero, one or many instances of TaskFrequency (inherited from
class TaskUsage)
4.17.4 UoF Task Usage (Part 2) - Additions to referenced class and interface definitions
4.17.4.1 SupportingTask
The SupportingTask class defined in UoF Task must also implement the following additional
association:

− An association with one or many instances of SupportingTaskTarget in order to identify the


items on which the SupportingTask will be performed

4.18 UoF Security Classification


4.18.1 Overall description
The Security Classification UoF, Fig 35, supports the assignment of security classes to objects
that need special handling with respect to eg, availability, distribution or presentation.

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4.18.2 Graphical representation

ICN-B6865-S3000L0231-003-00
Fig 35 S3000L UoF Security Classification - class model
4.18.3 UoF Security Classification - New class and interface definitions
4.18.3.1 SecurityClass
The SecurityClass class identifies security classes that can be assigned to objects within an
LSA program.
SecurityClass attributes:

− securityClass
SecurityClass associations:

− An optional association with zero, one or many instances of BreakdownElement,


PartAsDesigned, Task, Subtask and/or TaskRequirement (ie, classes that implement the
SecurityClassificationItem <<interface>>)
Note
Security classification system to be used must be determined by the project.

4.18.3.2 SecurityClassificationItem
The SecurityClassificationItem <<interface>> is implemented by classes that can be candidates
for security classification.
Classes that implements the SecurityClassificationItem <<interface>> are:

− BreakdownElement
− PartAsDesigned
− Task
− Subtask
− TaskRequirement

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Classes that implement the SecurityClassificationItem <<interface>> must also implement the
following association:

− An optional association with zero, one or many instances of SecurityClass (via the
SecurityClassification <<relationship>> class)

4.18.3.3 SecurityClassification
The SecurityClassification <<relationship>> class defines a relationship between an instance of
SecurityClass and the object that is classified (ie, an instance of a class that implements the
SecurityClassificationItem <<interface>>).
SecurityClassification associations:

− (subject) The SecurityClass being applied to the classified item (instance of a class that
implements the SecurityClassificationItem <<interface>>)
− (object) The classified item (instance of a class that implements the
SecurityClassificationItem <<interface>>) to which the SecurityClass applies
Note
There is one instance of SecurityClassification per relevant combination of SecurityClass
and instance to which the SecurityClass is applied (ie, relevant instances of
BreakdownElement, PartAsDesigned, Task, Subtask or TaskRequirement).
SecurityClassification special recommendations

− Where an instance of SecurityClassification is dependent upon eg, customer, it must be


distinguished by the assignment of an ApplicabilityStatement to the SecurityClassification
instance. Refer to Para 4.22.
4.18.4 UoF Security Classification - Additions to referenced class and interface definitions
4.18.4.1 BreakdownElement
The BreakdownElement class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− SecurityClassificationItem

4.18.4.2 PartAsDesigned
The PartAsDesigned class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− SecurityClassificationItem

4.18.4.3 Task
The Task class defined in UoF Task must also implement the following additional
<<interface>>:

− SecurityClassificationItem

4.18.4.4 Subtask
The Subtask class defined in UoF Task must also implement the following additional
<<interface>>:

− SecurityClassificationItem

4.18.4.5 TaskRequirement
The TaskRequirement class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− SecurityClassificationItem

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4.19 UoF Organization Assignment


4.19.1 Overall description
The Organization Assignment UoF, Fig 36, supports a flexible way of assigning different types
of organizational information to different types of objects in the data model.
Note
There are some previously proposed (even mandatory) associations with the Organization
class in the data model. This UoF adds the ability to define any type of additional
organizational information which is of relevance for an instance of classes that implement
the OrganizationAssignmentItem interface. An example of additional organizational
information can be design responsible organization for a specific part. This is not explicitly
defined in the data model but can be added using this UoF, by setting the
OrganizationAssignment attribute organizationAssignmentRole to ‘designAuthority’.

4.19.2 Graphical representation

ICN-B6865-S3000L0232-003-00
Fig 36 S3000L UoF Organization Assignment - class model
4.19.3 UoF Organization Assignment - New class and interface definitions
4.19.3.1 OrganizationAssignmentItem
The OrganizationAssignmentItem <<interface>> is implemented by classes that can be
associated with optional organizational information.
Classes and <<interfaces>> that implement the OrganizationAssignmentItem <<interface>>
are:

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− UoF Product and Project


• Project
• Contract
• Product
• ProductVariant
− UoF Breakdown Structure
• Breakdown
• BreakdownElement
− UoF Part Definition
• PartAsDesigned
• SubstanceDefinition
− UoF Product Design Configuration
• AllowedProductConfiguration
− UoF LSA Candidate
• KeyPerformanceIndicator
− UoF LSA Candidate Analysis Activity
• CandidateItemAnalysisActivity
− UoF LSA FMEA
• FailureMode
− UoF LSA Candidate Task Requirement
• ChangeRequest
• TaskRequirement
− UoF Task
• Task
− UoF Task Resources
• ResourceSpecification
• Trade
• Skill
− UoF Task Usage (Part 1)
• TaskTarget
• TimeLimit
− UoF Security Classification
• SecurityClass
• SecurityClassification
− UoF Document
• Document
− UoF Remark
• Remark
− S-Series Primitives (Data Types)
• PropertyType
Note
Organizations can also be assigned to any class that is a subclass of the enumerated
classes, eg, to a RectifyingTask which is a subclass of Task.
Classes that implement the OrganizationAssignmentItem <<interface>> must also implement
the following association:

− An optional association with zero, one or many instances of Organization (via the
OrganizationAssignment <<relationship>> class)

4.19.3.2 OrganizationAssignment
The OrganizationAssignment <<relationship>> class defines a relationship between a specific
Organization and an instance of any class that implements the OrganizationAssignmentItem
<<interface>>.

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Note
The role of the Organization being assigned is determined by organizationAssignmentRole
attribute.
OrganizationAssignment attributes:

− organizationAssignmentRole
OrganizationAssignment associations:

− (subject) The Organization being associated with an object (instance of any class that
implements the OrganizationAssignmentItem <<interface>>)
− (object) The instance to which the Organization is assigned
Note
There is one instance of OrganizationAssignment per relevant combination of Organization
and instance to which the Organization is being assigned (ie, instance of any class that
implements the OrganizationAssignmentItem <<interface>>).
OrganizationAssignment special recommendations:

− Where an instance of OrganizationAssignment is dependent upon eg, customer, it must be


distinguished by the assignment of an ApplicabilityStatement to the
OrganizationAssignment instance. Refer to Para 4.22.
4.19.4 UoF Organization Assignment - Additions to referenced class and interface definitions
4.19.4.1 Project
The Project class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.2 Contract
The Contract class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.3 Product
The Product class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.4 ProductVariant
The ProductVariant class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.5 Organization
The Organization class defined in UoF Product and Project must also implement the following
additional association:

− An optional association with zero, one or many instances of any class that implement the
OrganizationAssignmentItem <<interface>> (via the OrganizationAssignment
<<relationship>> class)

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4.19.4.6 Breakdown
The Breakdown class defined in UoF Breakdown Structure must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.7 BreakdownElement
The BreakdownElement class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.8 PartAsDesigned
The PartAsDesigned class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.9 SubstanceDefinition
The SubstanceDefinition class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.10 AllowedProductConfiguration
Classes that implement the AllowedProductConfiguration <<interface>> defined in UoF Product
Design Configuration must also implement the following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.11 KeyPerformanceIndicator
The KeyPerformanceIndicator <<attributeGroup>> defined in UoF LSA Candidate must also
implement the following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.12 CandidateItemAnalysisActivity
The CandidateItemAnalysisActivity class defined in UoF LSA Candidate Analysis Activity must
also implement the following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.13 FailureMode
The FailureMode class defined in UoF LSA FMEA must also implement the following additional
<<interface>>:

− OrganizationAssignmentItem

4.19.4.14 ChangeRequest
The ChangeRequest class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.15 TaskRequirement
The TaskRequirement class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− OrganizationAssignmentItem

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4.19.4.16 Task
The Task class defined in UoF Task must also implement the following additional
<<interface>>:

− OrganizationAssignmentItem

4.19.4.17 ResourceSpecification
The ResourceSpecification class defined in UoF Task Resources must also implement the
following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.18 Trade
The Trade class defined in UoF Task Resources must also implement the following additional
<<interface>>:

− OrganizationAssignmentItem

4.19.4.19 Skill
The Skill class defined in UoF Task Resources must also implement the following additional
<<interface>>:

− OrganizationAssignmentItem

4.19.4.20 TaskTarget
The TaskTarget <<relationship>> class defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.21 TimeLimit
The TimeLimit class defined in UoF Task Usage (Part 1) must also implement the following
additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.22 SecurityClass
The SecurityClass class defined in UoF Security Classification must also implement the
following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.23 SecurityClassification
The SecurityClassification <<relationship>> class defined in UoF Security Classification must
also implement the following additional <<interface>>:

− OrganizationAssignmentItem

4.19.4.24 Document
The Document class defined in UoF Document must also implement the following additional
<<interface>>:

− OrganizationAssignmentItem

4.19.4.25 Remark
The Remark class defined in UoF Remark must also implement the following additional
<<interface>>:

− OrganizationAssignmentItem

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4.19.4.26 PropertyType
The PropertyType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− OrganizationAssignmentItem
Note
The assignment of an Organization to an instance of PropertyType enables the recording of
organizational information against any property value, eg, to identify the Organization that
recorded a specific property value.

4.20 UoF Document


4.20.1 Overall description
The Document UoF, Fig 37 and Fig 38, supports a flexible way of assigning documents or
document issues to different types of objects in the data model.
Note
There are some previously proposed (even mandatory) associations with documents in the
data model. This UoF adds the ability to define any type of additional document information
which is of relevance for an instance of classes that implement the
DocumentAssignmentItem <<interface>>. An example of additional document information
can be a ‘Design drawing’ for a Part. This is not explicit in the data model but can be added
using this UoF, by setting the documentAssignmentRole attribute of class
DocumentAssignment to eg, ‘designDrawing’.
Note
The S3000L data model defines three specializations of Document:

• S1000D data module


• S1000D publication module
• External document, which contains more meta information about the document itself

4.20.2 Graphical representation


Note
The graphical representation of UoF Document is split into two illustrations. The first
illustration illustrates classes that can be used to define documents and document issues.
The second illustration illustrates the classes to which documents can be assigned.

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ICN-B6865-S3000L0233-003-00
Fig 37 S3000L UoF Document - class model

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ICN-B6865-S3000L0264-001-00
Fig 38 S3000L UoF Document - document assignment items
4.20.3 UoF Document - New class and interface definitions
4.20.3.1 Document
The Document class represents documents which are of relevance for the LSA program.

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Note
Document is an abstract class, ie, an instantiation of Document must be either an
S1000DDataModule, an S1000DPublicationModule, or an ExternalDocument.
Document implements the following <<interface>>:

− DocumentItem
Document associations:

− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (via the DocumentAssignment <<relationship>>
class)

4.20.3.2 DocumentIssue
The DocumentIssue class represents a specific document issue which is of relevance for the
LSA program.
Note
DocumentIssue is an abstract class, ie, an instantiation of DocumentIssue must be either
an S1000DDataModuleIssue, an S1000DPublicationModuleIssue, or an
ExternalDocumentIssue.
DocumentIssue implements the following <<interface>>:

− DocumentItem
DocumentIssue associations:

− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (via the DocumentAssignment <<relationship>>
class)

4.20.3.3 S1000DDataModule
The S1000DDataModule class is a specialization of class Document and is used to represent
documents written in accordance with an S1000D schema.
The S1000DDataModule class enables the cross references in between Tasks defined in
S3000L and its corresponding S1000D data modules (UoF Task). Refer to Para 4.14. However,
an S1000DDataModule can also be assigned to zero, one or many instances of classes that
implement the DocumentAssignmentItem <<interface>>, for the same reason as any other type
of document.
S1000DDataModule attributes:

− dataModuleCode
− dataModuleInfoname (zero or one)
S1000DDataModule implements the following <<interface>>:

− DocumentItem (inherited from class Document)


S1000DDataModule association:

− An optional association with its S1000DDataModuleIssues


− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (inherited from class Document)

4.20.3.4 S1000DDataModuleIssue
The S1000DDataModuleIssue class is a specialization of the DocumentIssue class, and is used
to represent a specific issue of a data module written in accordance with an S1000D schema.

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The S1000DDataModuleIssue class enables the cross references in between Tasks defined in
S3000L, and its corresponding S1000D data module issues (UoF Task). However, an
S1000DDataModuleIssue can also be assigned to zero, one or many instances of classes that
implement the DocumentAssignmentItem <<interface>>, for the same reason as any other type
of document.
S1000DDataModuleIssue attributes:

− dataModuleIssueNumber
S1000DDataModuleIssue implements the following <<interface>>:

− DocumentItem (inherited from DocumentIssue)


S1000DDataModuleIssue associations:

− An association with the S1000DDataModule of which the S1000DDataModuleIssue is a


revision
− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (inherited from class Document)

4.20.3.5 S1000DPublicationModule
The S1000DPublicationModule class is a specialization of class Document, and is used to
represent a publications published in accordance with S1000D.
The S1000DPublicationModule class enables references from eg, Subtasks to S1000D
publication modules, as defined in UoF Task. Refer to Para 4.14. However, a document that is
of type S1000DPublicationModule can also be assigned to zero, one or many instances of
classes that implement the DocumentAssignmentItem <<interface>>, for the same reason as
any other type of document.
S1000DPublicationModule attributes:

− publicationModuleCode
− publicationModuleTitle (zero or one)
S1000DPublicationModule implements the following <<interface>>:

− DocumentItem (inherited from Document)


S1000DPublicationModule association:

− An optional association with its S1000DPublicationModuleIssues


− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (inherited from Document)

4.20.3.6 S1000DPublicationModuleIssue
The S1000DPublicationModuleIssue class is a specialization of the DocumentIssue class, and
is used to represent a specific issue of a publication module published in accordance with
S1000D.
The S1000DPublicationModuleIssue class enables references from eg, Tasks or Subtasks to
S1000D publication modules, as defined in UoF Task. Refer to Para 4.14. However, a
document that is of type S1000DPublicationModuleIssue can also be assigned to zero, one or
many instances of classes that implement the DocumentAssignmentItem <<interface>>, for the
same reason as any other type of document.
S1000DPublicationModuleIssue attributes:

− publicationModuleIssueNumber
S1000DPublicationModuleIssue implements the following <<interface>>:

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− DocumentItem (inherited from DocumentIssue)


S1000DPublicationModuleIssue associations:

− An association with the S1000DPublicationModule of which the


S1000DPublicationModuleIssue is a revision
− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (inherited from Document)

4.20.3.7 ExternalDocument
The ExternalDocument class is a specialization of class Document, and represents all
documents that are not identified and produced in accordance with S1000D.
ExternalDocument attributes:

− documentIdentifier (one or many)


− documentTitle
− documentType (zero or one)
− documentLocation (zero or one)
ExternalDocument implements the following <<interface>>:

− DocumentItem (inherited from Document)


ExternalDocument associations:

− An optional association with its ExternalDocumentIssues


− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (inherited from Document)

4.20.3.8 ExternalDocumentIssue
The ExternalDocumentIssue class is a specialization of the DocumentIssue class, and
represents specific issues of documents that are not identified and produced in accordance with
S1000D.
ExternalDocumentIssue attributes:

− documentIssueIdentifier
− documentIssueDate (zero or one)
ExternalDocumentIssue implements the following <<interface>>:

− DocumentItem (inherited from DocumentIssue)


ExternalDocumentIssue associations:

− An association with the ExternalDocument of which the ExternalDocumentIssue is a


revision
− An optional association with zero, one or many instances of any class that implements the
DocumentAssignmentItem <<interface>> (inherited from Document)

4.20.3.9 DocumentAssignmentItem
The DocumentAssignmentItem <<interface>> is implemented by classes that can be associated
with additional document information.
Classes and <<interface>> that implement the DocumentAssignmentItem <<interface>> are:

− UoF Product and Project


• Project
• Contract
• Product

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• ProductVariant
• ContractedProductVariant
• Organization
− UoF Product Usage Context
• OperatingLocation
• OperatingLocationType
• MaintenanceLocation
• MaintenanceLevel
− UoF Breakdown Structure
• Breakdown
• BreakdownRevision
• BreakdownElement
• BreakdownElementRevision
− UoF Part Definition
• PartAsDesigned
• PartAsDesignedPartsList
• PartAsDesignedPartsListEntry
• AlternatePartAsDesignedRelationship
• SubstanceDefinition
• ContainedSubstance
− UoF Breakdown Element Realization
• HardwareElementPartRealization
• SoftwareElementPartRealization
− UoF Breakdown Zone Element
• BreakdownElementInZoneRelationship
− UoF Product Design Configuration
• AllowedProductConfiguration
• ItemInAllowedProductConfiguration
• AuthorityToOperate
− UoF LSA Candidate
• KeyPerformanceIndicator
• CorrectionFactor
− UoF LSA Candidate Analysis Activity
• CandidateItemAnalysisActivity
− UoF LSA FMEA
• FailureMode
• FailureModeEffect
• DetectionMeanAlarm
− UoF Special Events and Damage
• LSACandidateTechnologyBehaviourRating
• SpecialEvent
• ProductUsagePhase
• SpecialEventOccurrence
• Damage
− UoF LSA Candidate Task Requirement
• TaskRequirement
• TaskRequirementRevision
• TaskRequirementJustification
• ChangeRequest
− UoF Task
• Task
• TaskRevision
• WarningCautionNote

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• Subtask
• SubtaskTimeline
• SubtaskAcceptanceParameter
• CircuitBreaker
− UoF Task Resources
• TaskResource
• Skill
• SkillLevel
• Trade
• AdditionalTrainingRequirement
• ResourceSpecification
• ResourceRealization
− UoF Task Usage (Part 1)
• TaskTarget
• TaskFrequency
• TimeLimit
− UoF Security Classification
• SecurityClass
• SecurityClassification
− UoF Organization Assignment
• OrganizationAssignment
− UoF Remark
• Remark
− UoF Applicability Statement
• ApplicabilityStatement
• ConditionType
• ConditionInstance
• ConditionStatement
− S-Series Compound Attributes
• AuthorizedLife
− S-Series Primitives
• ClassificationType
• PropertyType
Note
Documents can also be assigned to any class that is a subclass of the enumerated classes,
eg, to a RectifyingTask which is a subclass of Task.
Classes that implement the DocumentAssignmentItem <<interface>> must implement the
following association:

− An optional association with zero, one or many instances of Document or DocumentIssue


(via the DocumentAssignment <<relationship>> class)
4.20.3.10 DocumentItem
The DocumentItem <<interface>> is implemented by classes that represent documents.
Classes that implements the DocumentItem <<interface>> are:

− S1000DDataModule
− S1000DDataModuleIssue
− S1000DPublicationModule
− S1000DPublicationModuleIssue
− ExternalDocument
− ExternalDocumentIssue

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Classes that implement the DocumentItem <<interface>> must implement the following
association:

− An optional association with zero, one or many instances of classes that implements the
DocumentAssignmentItem <<interface>> (via the DocumentAssignment <<relationship>>
class)

4.20.3.11 DocumentAssignment
The DocumentAssignment <<relationship>> class defines a relationship between a specific
Document or DocumentIssue and an instance of any class that implements the
DocumentAssignmentItem <<interface>>.
DocumentAssignment attributes:

− documentAssignmentRole
− documentPortion (zero or one)
Note
The role of the document being assigned is determined by the documentAssignmentRole
attribute.
Note
The documentPortion attribute identifies a defined portion of a document which is of interest
in a specific usage.
DocumentAssignment associations:

− (subject) The specific Document or DocumentIssue being assigned to an object (instance of


any class that implements the DocumentAssignmentItem <<interface>>)
− (object) The object to which the Document or DocumentIssue is assigned
Note
There is one instance of DocumentAssignment per relevant combination of Document or
DocumentIssue and instance to which the Document or DocumentIssue is assigned.
DocumentAssignment special recommendations:

− Where an instance of DocumentAssignment is dependent upon eg, customer, it must be


distinguished by the assignment of an ApplicabilityStatement to the DocumentAssignment
instance. Refer to Para 4.22.
4.20.4 UoF Document - Additions to referenced class and interface definitions
4.20.4.1 Project
The Project class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.2 ContractedProductVariant
The ContractedProductVariant <<relationship>> class defined in UoF Product and Project must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.3 Contract
The Contract class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

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4.20.4.4 Product
The Product class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.5 ProductVariant
The ProductVariant class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.6 Organization
The Organization class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.7 OperatingLocation
The OperatingLocation class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.8 MaintenanceLocation
The MaintenanceLocation class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.9 MaintenanceLevel
The MaintenanceLevel class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.10 OperatingLocationType
The OperatingLocationType class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.11 Breakdown
The Breakdown class defined in UoF Breakdown Structure must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.12 BreakdownRevision
The BreakdownRevision class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.13 BreakdownElement
The BreakdownElement class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

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4.20.4.14 BreakdownElementRevision
The BreakdownElementRevision class defined in UoF Breakdown Structure must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.15 PartAsDesigned
The PartAsDesigned class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.16 PartAsDesignedPartsList
The PartAsDesignedPartsList class defined in UoF Part Definition must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.17 PartAsDesignedPartsListEntry
The PartAsDesignedPartsListEntry <<relationship>> class defined in UoF Part Definition must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.18 AlternatePartAsDesignedRelationship
The AlternatePartAsDesignedRelationship <<relationship>> class defined in UoF Part Definition
must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.19 SubstanceDefinition
The SubstanceDefinition class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.20 ContainedSubstance
The ContainedSubstance <<relationship>> class defined in UoF Part Definition must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.21 HardwareElementPartRealization
The HardwareElementPartRealization <<relationship>> class defined in UoF Breakdown
Element Realization must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.22 SoftwareElementPartRealization
The SoftwareElementPartRealization <<relationship>> class defined UoF Breakdown Element
Realization must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.23 BreakdownElementInZoneRelationship
The BreakdownElementInZoneRelationship <<relationship>> class defined in UoF Breakdown
Zone Element must also implement the following additional <<interface>>:

− DocumentAssignmentItem

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4.20.4.24 AllowedProductConfiguration
Any class that implement the AllowedProductConfiguration <<interface>> defined in UoF
Product Design Configuration must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.25 ItemInAllowedProductConfiguration
The ItemInAllowedProductConfiguration <<relationship>> class defined in UoF Product Design
Configuration must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.26 AuthorityToOperate
The AuthorityToOperate class defined in UoF Product Design Configuration must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.27 KeyPerformanceIndicator
The KeyPerformanceIndicator <<attributeGroup>> defined in UoF LSA Candidate must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.28 CorrectionFactor
The CorrectionFactor <<attributeGroup>> defined in UoF LSA Candidate must also implement
the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.29 CandidateItemAnalysisActivity
The CandidateItemAnalysisActivity class defined in UoF LSA Candidate Analysis Activity must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.30 FailureMode
The FailureMode class defined in UoF LSA FMEA must also implement the following additional
<<interface>>:

− DocumentAssignmentItem

4.20.4.31 DetectionMeanAlarm
The DetectionMeanAlarm class defined in UoF LSA FMEA must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.32 FailureModeEffect
The FailureModeEffect class defined in UoF LSA FMEA must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.33 LSACandidateTechnologyBehaviourRating
The LSACandidateTechnologyBehaviourRating <<attributeGroup>> defined in UoF Special
Events and Damage must also implement the following additional <<interface>>:

− DocumentAssignmentItem

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4.20.4.34 SpecialEvent
The SpecialEvent class defined in UoF Special Events and Damage must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.35 ProductUsagePhase
The ProductUsagePhase class defined in UoF Special Events and Damage must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.36 SpecialEventOccurrence
The SpecialEventOccurrence <<relationship>> class defined in UoF Special Events and
Damage must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.37 Damage
The Damage class defined in UoF Special Events and Damage must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.38 TaskRequirement
The TaskRequirement class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.39 TaskRequirementRevision
The TaskRequirementRevision class defined in UoF LSA Candidate Task Requirement must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.40 TaskRequirementJustification
The TaskRequirementJustification <<relationship>> class defined in UoF LSA Candidate Task
Requirement must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.41 ChangeRequest
The ChangeRequest class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.42 Task
The Task class defined in UoF Task must also implement the following additional
<<interface>>:

− DocumentAssignmentItem

4.20.4.43 TaskRevision
The TaskRevision class defined in UoF Task must also implement the following additional
<<interface>>:

− DocumentAssignmentItem

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4.20.4.44 WarningCautionNote
The WarningCautionNote class defined in UoF Task must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.45 Subtask
The Subtask class defined in UoF Task must also implement the following additional
<<interface>>:

− DocumentAssignmentItem

4.20.4.46 SubtaskTimeline
The SubtaskTimeline <<relationship>>class defined in UoF Task must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.47 SubtaskAcceptanceParameter
The SubtaskAcceptanceParameter <<attributeGroup>> defined in UoF Task must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.48 CircuitBreaker
The CircuitBreaker class defined in UoF Task must also implement the following additional
<<interface>>:

− DocumentAssignmentItem

4.20.4.49 TaskResource
The TaskResource class defined in UoF Task Resources must also implement the following
additional <<interface>>:

− DocumentAssignmentItem.

4.20.4.50 Skill
The Skill class defined in UoF Task Resources must also implement the following additional
<<interface>>:

− DocumentAssignmentItem.

4.20.4.51 SkillLevel
The SkillLevel class defined in UoF Task Resources must also implement the following
additional <<interface>>:

− DocumentAssignmentItem.

4.20.4.52 Trade
The Trade class defined in UoF Task Resources must also implement the following additional
<<interface>>:

− DocumentAssignmentItem.

4.20.4.53 AdditionalTrainingRequirement
The AdditionalTrainingRequirement <<attributeGroup>> defined in UoF Task Resources must
also implement the following additional <<interface>>:

− DocumentAssignmentItem.

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4.20.4.54 ResourceSpecification
The ResourceSpecification class defined in UoF Task Resources must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.55 ResourceRealization
The ResourceRealization <<relationship>> class defined in UoF Task Resources must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.56 TaskTarget
The TaskTarget <<relationship>>class defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.57 TaskFrequency
The TaskFrequency <<attributeGroup>> defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.58 TimeLimit
The TimeLimit class defined in UoF Task Usage (Part 1) must also implement the following
additional <<interface>>:

− DocumentAssignmentItem

4.20.4.59 SecurityClass
The SecurityClass class defined in UoF Security Classification must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.60 SecurityClassification
The SecurityClassification <<relationship>> class defined in UoF Security Classification must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.61 OrganizationAssignment
The OrganizationAssignment <<relationship>> class defined in UoF Organization Assignment
must also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.62 Remark
The Remark class defined in UoF Remark must also implement the following additional
<<interface>>:

− DocumentAssignmentItem

4.20.4.63 ApplicabilityStatement
The ApplicabilityStatement class defined in UoF Applicability Statement must also implement
the following additional <<interface>>:

− DocumentAssignmentItem

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4.20.4.64 ConditionInstance
The ConditionInstance class defined in UoF Applicability Statement must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.65 ConditionType
The ConditionType class defined in UoF Applicability Statement must also implement the
following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.66 ConditionStatement
The ConditionStatement <<relationship>> class defined in UoF Applicability Statement must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.67 AuthorizedLife
The AuthorizedLife <<compoundAttribute>> defined in the S-Series Compound attributes must
also implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.68 ClassificationType
The ClassificationType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.20.4.69 PropertyType
The PropertyType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− DocumentAssignmentItem

4.21 UoF Remark


4.21.1 Overall description
The Remark UoF, Fig 39 and Fig 40, supports a flexible way of assigning remarks to instances
of almost any class in the data model.

4.21.2 Graphical representation


Note
The graphical representation of UoF Remark is split into two illustrations. The first illustration
shows classes that can be used to define remarks. The second illustration shows the classes to
which remarks can be assigned.

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ICN-B6865-S3000L0234-003-00
Fig 39 S3000L UoF Remark - class model

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ICN-B6865-S3000L0265-001-00
Fig 40 S3000L UoF Remark - remark assignment items

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4.21.3 UoF Remark - New class and interface definitions


4.21.3.1 Remark
The Remark class represents remarks of any kind, which anyone working within the LSA
rogram would like to put against an object of interest.
Remark attributes:

− remarkText
− remarkType (zero or one)
Note
Since the remarkText is of data type DescriptorType, all remarks can also identify the
organization that provided the remark, and the date when it was recorded.
Remark associations:

− An association with one or many instances of any class that implements the
RemarkAssignmentItem <<interface>> (via the RemarkAssignment <<relationship>> class)

4.21.3.2 RemarkAssignmentItem
The RemarkAssignmentItem <<interface>> is implemented by all classes that can be
associated with one or many remarks.
Classes and <<interface>> that implement the RemarkAssignmentItem <<interface>> are:

− UoF Product and Project


• Project
• Contract
• ContractRelationship
• Product
• ProductVariant
• ContractedProductVariant
• Organization
− UoF Product Usage Context
• ContractedProductVariantAtOperatingLocation
• ContractedProductVariantAtOperatingLocationType
• OperatingLocation
• OperatingLocationType
• MaintenanceLevel
• MaintenanceLocation
− UoF Breakdown Structure
• Breakdown
• BreakdownRevision
• BreakdownElement
• BreakdownElementRevision
• BreakdownElementRevisionRelationship
• BreakdownElementUsageInBreakdown
• BreakdownElementStructureRelationship
− UoF Part Definition
• PartAsDesigned
• PartAsDesignedPartsList
• PartAsDesignedPartsListEntry
• SubstanceDefinition
• ContainedSubstance
• AlternatePartAsDesignedRelationship
• SubstitutePartAsDesignedRelationship
− UoF Breakdown Element Realization

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• HardwareElementPartRealization
• SoftwareElementPartRealization
− UoF Breakdown Zone Element
• BreakdownElementInZoneRelationship
− UoF Product Design Configuration
• AllowedProductConfiguration
• AuthorityToOperate
• ItemInAllowedProductConfiguration
• ItemInProductVariant
• NestedProductVariantRelationship
• NestedAllowedProductConfigurationRelationship
− UoF LSA Candidate
• KeyPerformanceIndicator
• CorrectionFactor
− UoF LSA Candidate Analysis Activity
• CandidateItemAnalysisActivity
− UoF LSA FMEA
• FailureMode
• FailureModeEffect
• DetectionMeanCapability
• DetectionMeanAlarm
− UoF Special Events and Damage
• ProductUsagePhase
• SpecialEvent
• SpecialEventOccurrence
• Damage
• LSACandidateTechnologyBehaviourRating
• PossibleSpecialEventEffect
− UoF LSA Candidate Task Requirement
• TaskRequirement
• TaskRequirementRevision
• TaskRequirementJustification
• ChangeRequest
− UoF Task
• Task
• TaskRevision
• DataModuleScope
• WarningCautionNote
• Subtask
• SubtaskTimeline
• SubtaskInZone
• SubtaskAcceptanceParameter
• SubtaskCircuitBreakerSetting
• CircuitBreaker
− UoF Task Resources
• TaskResource
• TaskResourceRelationship
• ResourceSpecification
• ResourceRealization
• AdditionalTrainingRequirement
• Skill
• Trade
• SkillLevel

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− UoF Task Usage (Part 1)


• TaskTarget
• TaskFrequency
• AllocatedMaintenanceLevel
• TimeLimit
• SamplingDefinition
• ThresholdDefinition
− UoF Security Classification
• SecurityClass
• SecurityClassification
− UoF Document
• Document
• DocumentIssue
• DocumentAssignment
− UoF Organization Assignment
• OrganizationAssignment
− UoF Applicability Statement
• ApplicabilityStatement
• ApplicabilityAssignment
• ApplicabilityEvaluation
• ConditionInstance
• ConditionType
• ConditionStatement
− S-Series Compound Attributes
• AuthorizedLife
• DatedClassification
− S-Series Primitives
• ClassificationType
• PropertyType
Note
Remarks can also be assigned to any class that is a subclass of the enumerated classes,
eg, to a RectifyingTask which is a subclass of Task (the rule of substitutability).
Classes that implement the RemarkAssignmentItem <<interface>> must also implement the
following association:

− An optional association with zero, one or many remarks (via the RemarkAssignment
<<relationship>> class)

4.21.3.3 RemarkAssignment
The RemarkAssignment <<relationship>> class defines a relationship between a Remark and
an instance of a class that implements the RemarkAssignmentItem <<interface>>.
RemarkAssignment associations:

− (subject) The specific Remark being associated with an object (instance of a class that
implements the RemarkAssignmentItem <<interface>>)
− (object) The object for which the Remark is written
Note
There is one instance of RemarkAssignment per relevant combination of Remark and
instance for which the Remark is written (ie, instance of a class that implements the
RemarkAssignmentItem <<interface>>).
RemarkAssignment special recommendations:

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− Where an instance of RemarkAssignment is dependent upon eg, external conditions or


customer, it must be distinguished by the assignment of an ApplicabilityStatement to the
RemarkAssignment instance. Refer to Para 4.22.

4.21.4 UoF Remark - Additions to referenced class and interface definitions


4.21.4.1 Project
The Project class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.2 Contract
The Contract class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.3 ContractRelationship
The ContractRelationship <<relationship>> class defined in UoF Product and Project must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.4 Product
The Product class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.5 ProductVariant
The ProductVariant class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.6 ContractedProductVariant
The ContractedProductVariant <<relationship>> class defined in UoF Product and Project must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.7 Organization
The Organization class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.8 ContractedProductVariantAtOperatingLocation
The ContractedProductVariantAtOperatingLocation <<relationship>> class defined in UoF
Product Usage Context must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.9 ContractedProductVariantAtOperatingLocationType
The ContractedProductVariantAtOperatingLocationType <<relationship>> class defined in UoF
Product Usage Context must also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.10 MaintenanceLevel
The MaintenanceLevel class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.11 OperatingLocation
The OperatingLocation class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.12 OperatingLocationType
The OperatingLocationType class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.13 MaintenanceLocation
The MaintenanceLocation class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.14 Breakdown
The Breakdown class defined in UoF Breakdown Structure must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.15 BreakdownRevision
The BreakdownRevision class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.16 BreakdownElement
The BreakdownElement class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.17 BreakdownElementRevision
The BreakdownElementRevision class defined in UoF Breakdown Structure must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.18 BreakdownElementRevisionRelationship
The BreakdownElementRevisionRelationship <<relationship>> class defined in UoF Breakdown
Structure must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.19 BreakdownElementUsageInBreakdown
The BreakdownElementUsageInBreakdown <<relationship>> class defined in UoF Breakdown
Structure must also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.20 BreakdownElementStructureRelationship
The BreakdownElementStructureRelationship <<relationship>> class defined in UoF
Breakdown Structure must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.21 PartAsDesigned
The PartAsDesigned class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.22 PartAsDesignedPartsList
The PartAsDesignedPartsList class defined in UoF Part Definition must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.23 PartAsDesignedPartsListEntry
The PartAsDesignedPartsListEntry <<relationship>> class defined in UoF Part Definition must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.24 SubstanceDefinition
The SubstanceDefinition class defined in UoF Part Definition must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.25 ContainedSubstance
The ContainedSubstance <<relationship>> class defined in UoF Part Definition must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.26 AlternatePartAsDesignedRelationship
The AlternatePartAsDesignedRelationship <<relationship>> class defined in UoF Part Definition
must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.27 SubstitutePartAsDesignedRelationship
The SubstitutePartAsDesignedRelationship <<relationship>> class defined in UoF Part
Definition must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.28 HardwareElementPartRealization
The HardwareElementPartRealization <<relationship>> class defined in UoF Breakdown
Element Realization must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.29 SoftwareElementPartRealization
The SoftwareElementPartRealization <<relationship>> class defined in UoF Breakdown
Element Realization must also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.30 BreakdownElementInZoneRelationship
The BreakdownElementInZoneRelationship <<relationship>> class defined in UoF Breakdown
Zone Element must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.31 AllowedProductConfiguration
Classes that implement the AllowedProductConfiguration <<interface>> defined in UoF Product
Design Configuration must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.32 AuthorityToOperate
The AuthorityToOperate class defined in UoF Product Design Configuration must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.33 ItemInAllowedProductConfiguration
The ItemInAllowedProductConfiguration <<relationship>> class defined in UoF Product Design
Configuration must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.34 ItemInProductVariant
The ItemInProductVariant <<relationship>> class defined in UoF Product Design Configuration
must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.35 NestedProductVariantRelationship
The NestedProductVariantRelationship <<relationship>> class defined in UoF Product Design
Configuration must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.36 NestedAllowedProductConfigurationRelationship
The NestedAllowedProductConfigurationRelationship <<relationship>> class defined in UoF
Product Design Configuration must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.37 KeyPerformanceIndicator
The KeyPerformanceIndicator <<attributeGroup>> defined in UoF LSA Candidate must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.38 CorrectionFactor
The CorrectionFactor <<attributeGroup>> defined in UoF LSA Candidate must also implement
the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.39 CandidateItemAnalysisActivity
The CandidateItemAnalysisActivity class defined in UoF LSA Candidate Analysis Activity must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.40 FailureMode
The FailureMode class defined in UoF LSA FMEA must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.41 FailureModeEffect
The FailureModeEffect class defined in UoF LSA FMEA must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.42 DetectionMeanCapability
The DetectionMeanCapability class defined in UoF LSA FMEA must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.43 DetectionMeanAlarm
The DetectionMeanAlarm class defined in UoF LSA FMEA must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.44 ProductUsagePhase
The ProductUsagePhase class defined in UoF Special Events and Damage must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.45 SpecialEvent
The SpecialEvent class defined in UoF Special Events and Damage must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.46 SpecialEventOccurrence
The SpecialEventOccurrence <<relationship>> class defined in UoF Special Events and
Damage must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.47 Damage
The Damage class defined in UoF Special Events and Damage must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.48 LSACandidateTechnologyBehaviourRating
The LSACandidateTechnologyBehaviourRating <<attributeGroup>> defined in UoF Special
Events and Damage must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.49 PossibleSpecialEventEffect
The PossibleSpecialEventEffect <<relationship>> class defined in UoF Special Events and
Damage must also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.50 TaskRequirement
The TaskRequirement class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.51 TaskRequirementRevision
The TaskRequirementRevision class defined in UoF LSA Candidate Task Requirement must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.52 TaskRequirementJustification
The TaskRequirementJustification <<relationship>> class defined in UoF LSA Candidate Task
Requirement must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.53 ChangeRequest
The ChangeRequest class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.54 Task
The Task class defined in UoF Task must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.55 TaskRevision
The TaskRevision class defined in UoF Task must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.56 DataModuleScope
The DataModuleScope <<relationship>>class defined in UoF Task must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.57 WarningCautionNote
The WarningCautionNote class defined in UoF Task must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.58 Subtask
The Subtask class defined in UoF Task must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.59 SubtaskTimeline
The SubtaskTimeline <<relationship>>class defined in UoF Task must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.60 SubtaskInZone
The SubtaskInZone <<relationship>>class defined in UoF Task must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.61 SubtaskAcceptanceParameter
The SubtaskAcceptanceParameter <<attributeGroup>> defined in UoF Task must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.62 SubtaskCircuitBreakerSetting
The SubtaskCircuitBreakerSetting <<attributeGroup>> defined in UoF Task must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.63 CircuitBreaker
The CircuitBreaker class defined in UoF Task must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.64 TaskResource
The TaskResource class defined in UoF Task Resources must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.65 TaskResourceRelationship
The TaskResourceRelationship <<relationship>> class defined in UoF Task Resources must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.66 ResourceSpecification
The ResourceSpecification class defined in UoF Task Resources must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.67 ResourceRealization
The ResourceRealization <<relationship>> class defined in UoF Task Resources must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.68 AdditionalTrainingRequirement
The AdditionalTrainingRequirement <<attributeGroup>> defined in UoF Task Resources must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.69 Skill
The Skill class defined in UoF Task Resources must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

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4.21.4.70 Trade
The Trade class defined in UoF Task Resources must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.71 SkillLevel
The SkillLevel class defined in UoF Task Resources must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.72 TaskTarget
The TaskTarget <<relationship>>class defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.73 TaskFrequency
The TaskFrequency <<attributeGroup>> defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.74 AllocatedMaintenanceLevel
The AllocatedMaintenanceLevel <<relationship>>class defined in UoF Task Usage (Part 1)
must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.75 TimeLimit
The TimeLimit class defined in UoF Task Usage (Part 1) must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.76 SamplingDefinition
The SamplingDefinition class defined in UoF Task Usage (Part 1) must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.77 ThresholdDefinition
The ThresholdDefinition class defined in UoF Task Usage (Part 1) must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.78 SecurityClass
The SecurityClass class defined in UoF Security Classification must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.79 SecurityClassification
The SecurityClassification <<relationship>> class defined in UoF Security Classification must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.80 Document
The Document class defined in UoF Document must also implement the following additional
<<interface>>:

− RemarkAssignmentItem

4.21.4.81 DocumentIssue
The DocumentIssue class defined in UoF Document must also implement the following
additional <<interface>>:

− RemarkAssignmentItem

4.21.4.82 DocumentAssignment
The DocumentAssignment <<relationship>> class defined in UoF Document must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.83 OrganizationAssignment
The OrganizationAssignment <<relationship>> class defined in UoF Organization Assignment
must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.84 ApplicabilityStatement
The ApplicabilityStatement class defined in UoF Applicability Statement must also implement
the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.85 ApplicabilityAssignment
The ApplicabilityAssignment <<relationship>> class defined in UoF Applicability Statement must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.86 ApplicabilityEvaluation
The ApplicabilityEvaluation class defined in UoF Applicability Statement must also implement
the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.87 ConditionInstance
The ConditionInstance class defined in UoF Applicability Statement must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.88 ConditionType
The ConditionType class defined in UoF Applicability Statement must also implement the
following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.89 ConditionStatement
The ConditionStatement <<relationship>> class defined in UoF Applicability Statement must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

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4.21.4.90 AuthorizedLife
The AuthorizedLife <<compoundAttribute>> defined in the S-Series Compound attributes must
also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.91 DatedClassification
The DatedClassification <<compoundAttribute>> defined in the S-Series Compound attributes
must also implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.92 ClassificationType
The ClassificationType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.21.4.93 PropertyType
The PropertyType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− RemarkAssignmentItem

4.22 UoF Applicability Statement


4.22.1 Overall description
The Applicability Statement UoF, Fig 41 and Fig 42, defines a flexible way of assigning
applicability statements to instances of relevant classes in the data model. This UoF supports
simple as well as highly complex definitions of applicability statements.
Note
The S3000L applicability statement class model is based on the applicability model defined
in S1000D issue 4.0.
The Applicability Statement class model supports:

− Identification of parameters that can affect the applicability of LSA data (eg, parameters
such as ‘model A’, ‘tail number 15’, ‘arctic’, ‘desert’, ‘land-based’, ‘sea-based’)
− Creation of computable logical expressions which can be evaluated, using the identified
parameters
− Enumeration of the S3000L classes that can have an associated applicability statement
The definition of an applicability statement is based upon the following constructs:

− Applicability assignment, which identifies classes to which an applicability statement can be


assigned
− Applicability evaluation, which defines the expression to be evaluated in order for the target
item to be applicable
The applicability expression to be evaluated can be either a logical expression, or a value to be
asserted. Any use of a logical expression will in turn relate to one or many values which must be
asserted.
Note
S1000D defines two separate types of parameters which can affect the applicability of tech
data. Firstly, product attributes and secondly, conditions. Product attributes are properties
of the product that are typically set at the time of manufacture of a product instance and will
not change throughout the service life of a product instance. Examples of product attributes
given in S1000D are ‘serial number’ or ‘model’. Conditions can be technical, operational,

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environmental or any other type that can change throughout the service life of a product
instance. Examples of conditions given in S1000D are location of maintenance,
temperature, wind speed and sandy conditions. However, there is no hard and fast rule in
S1000D for distinguishing between product attributes and conditions, which is why S3000L
does not implement this distinction in the data model. Mapping in between S3000L
parameters and S1000D product attributes and conditions needs to be done on a per
project basis.
Note
Applicability statements in S1000D (<applic>) can be generated from Applicability
statements defined in S3000L. Basic rules are:

• The S1000D <applic> element can be derived from the applicability statement
paragraph of the S3000L data model, which includes ApplicabilityStatement,
DatedApplicabilityStatement and the ApplicabilityAssignmentItem <<interface>>
• The content of the S1000D <evaluate> element within the <applic> element can be
derived from the Applicability evaluation paragraph of the S3000L data model, which
includes:
− ApplicabilityEvaluationByLogicalOperator
− LogicalOperator specializations AND, OR and NOT
• The content of the S1000D <assert> element within the <applic>/<evaluate> elements
can be derived from:
− ApplicabilityEvaluationByAssertionOfClassInstance together with instances of
classes that implements the ApplicabilityAssertItem <<interface>>
− ApplicabilityEvaluationByAssertionOfCondition together with ConditionStatement
which relates to a defined ConditionDefinitionItem and a
ConditionTypeAssertValue
− ApplicabilityEvaluationByApplicabilityStatementReference which relates to a
previously defined ApplicabilityStatement
Note
ApplicabilityStatement is used to define usage related restrictions, whereas
ItemInProductVariant and ItemInAllowedProductConfiguration (UoF Product Design
Configuration) are used to define restrictions for a given product design (product definition).
Refer to Para 4.8.

4.22.2 Graphical representation


Note
The graphical representation of UoF Applicability Statement is split into two illustrations.
The first illustration shows classes that can be used to define applicability statements. The
second illustration shows the classes to which applicability statements can be assigned.

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ICN-B6865-S3000L0235-003-00
Fig 41 S3000L UoF Applicability Statement - class model

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ICN-B6865-S3000L0266-001-00
Fig 42 S3000L UoF Applicability Statement - applicability assignment items

4.22.3 UoF Applicability Statement - New class and interface definitions


4.22.3.1 ConditionType
The ConditionType class defines types of conditions which cannot be derived from any of the
other classes that are defined within the S3000L data model.
Note
Examples of condition types that cannot be derived from any other class in the S3000L
data model, and therefore needs to be defined as a ConditionType are:

• Service bulletin
• Operational environment
• Wind speed
• Ashore/Afloat
• Operational scenario
• Operational state
Note
An example of a class in the data model which can be used to assert an applicability
expression is Customer. Individual customers (ie, instances of class Organization) can be

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used in the ApplicabilityEvaluationByAssertionOfClassInstance. These values will therefore


already exist in the LSA data and must not be defined as a ConditionType.
ConditionType attributes:

− conditionTypeName
− conditionTypeDescription (zero or one)
ConditionType class implements the following <<interface>>:

− ConditionDefinitionItem
ConditionType associations:

− An association with one or many instances of ConditionTypeValue, ie, values defined for
the condition type
− An optional association with zero, one or many instances of ConditionInstance, where the
ConditionInstance belongs to the ConditionType
Note
An example on ConditionType and ConditionInstance is ‘Service Bulletin’ (which is an
instance of class ConditionType) and ‘Service bulletin S001 - Chain guard’ (which is an
instance of ConditionInstance).
Note
The following rules can be applied to populate an S1000D Condition cross-reference table
(CCT):

• conditionTypeName can populate the S1000D CCT <conditiontype id> attribute and
<conditiontype><name> element, respectively
• conditionTypeDescription can populate the S1000D CCT <conditiontype><description>
element

4.22.3.2 ConditionTypeValue
The ConditionTypeValue class defines valid values for a specific ConditionType.
Note
The ConditionTypeValue class is an abstract class, ie, any of its subclasses must be used
for the actual representation of the expression to be evaluated or asserted.

• ConditionTypeValue subclasses:
− ConditionTypeClassValue
− ConditionTypePropertyValue
Note
Instances of the ConditionTypeValue have no meaning by itself, but only in the context of a
specific ConditionType.
ConditionTypeValue associations:

− An association with ConditionType for which the ConditionTypeValue is defined


− An optional association with one or many ConditionStatements in which the
ConditionTypeValue is used

4.22.3.3 ConditionTypeClassValue
The ConditionTypeClassValue class is a specialization of class ConditionTypeValue and
represents condition values which can be enumerated (instances of ClassificationType).
Note
Examples on valid values (instances of ClassificationType) that can be used are:

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• Pre/Post defined as valid values for eg, the Service bulletin ConditionType
• Deser’/Arctic defined as valid values for an Operational environment ConditionType
Note
Instances of the ConditionTypeClassValue have no meaning by itself, but only in the
context of a specific ConditionType.
ConditionTypeClassValue attributes:

− conditionTypeClassValue
ConditionTypeClassValue associations:

− An association with ConditionType for which the ConditionTypeClassValue is defined


(inherited from class ConditionTypeValue)
− An optional association with one or many ConditionStatements in which the
ConditionTypeClassValue is used (inherited from class ConditionTypeValue)
Note
The following rules can be applied to populate an S1000D CCT:

• conditionTypeClassValue can populate the S1000D CCT <conditiontype><enum>


element for the associated ConditionType

4.22.3.4 ConditionTypePropertyValue
The ConditionTypePropertyValue class is a specialization of class ConditionTypeValue and
represents, eg, valid values and value ranges, which can be used for a specific ConditionType.
Note
Valid values can be of any kind of PropertyType, ie, it can be a SingleValuePropertyType,
ValueWithTolerancesPropertyType, or a ValueRangePropertyType.
Note
Examples on valid property values are ‘0-15’, ‘15-30’ and ‘30-45’ defined for ConditionType
‘Wind speed’.
Note
Instances of the ConditionTypePropertyValue have no meaning by itself, but only in the
context of a specific ConditionType.
ConditionTypePropertyValue attributes:

− conditionTypePropertyValue
ConditionTypePropertyValue associations:

− An association with ConditionType for which the ConditionTypePropertyValue is defined


(inherited from class ConditionTypeValue)
− An optional association with one or many ConditionStatements in which the
ConditionTypePropertyValue is used (inherited from class ConditionTypeValue)
Note
The following rules can be applied to populate an S1000D CCT:

• conditionTypePropertyValue can populate the S1000D CCT <conditiontype><enum>


element for the associated ConditionType

4.22.3.5 ConditionDefinitionItem
The ConditionDefinitionItem <<interface>> is implemented by classes that can be asserted in
order to determine the applicability of the data being defined during LSA.
Classes that implements the ConditionDefinitionItem <<interface>> are:

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− ConditionType
− ConditionInstance
Classes that implement the ConditionDefinitionItem <<interface>> must implement the following
associations:

− An optional association with one or many instances of ConditionStatement in which the


ConditionDefinitionItem is referenced

4.22.3.6 ConditionInstance
The ConditionInstance class identifies instances that belongs to a specific ConditionType, and
can be used in the definition of one or more applicability statements.
Note:
An example of a ConditionInstance is:

• ‘Service bulletin S001 - Chain guard’ (an identified instance that belongs to the ‘Service
bulletin’ ConditionType)
ConditionInstance attributes:

− conditionInstanceIdentifier
− conditionInstanceName
− conditionInstanceDescription (zero or one)
ConditionInstance implements the following <<interface>>:

− ConditionDefinitionItem
ConditionInstance associations:

− An association with the ConditionType to which the ConditionInstance belongs.


Note
The following rules can be applied to populate an S1000D CCT:

• conditionInstanceIdentifier can populate the S1000D CCT <condition id> attribute


• conditionInstanceDescription can populate the S1000D CCT <condition><description>
element
• conditionInstanceName can populate the S1000D CCT <condition><name>and
<condition><displayname> elements, respectively

4.22.3.7 ApplicabilityStatement
The ApplicabilityStatement class defines explicit applicability statements to be applied against
instances in a LSA database.
Note
Applicability statements can be evaluated in a maintenance execution environment, eg,
using an Interactive Electronic Technical Publishing (IETP).
ApplicabilityStatement attributes:

− applicabilityStatementIdentifier (zero or one)


− applicabilityStatementDescription (zero or one)
ApplicabilityStatement associations:

− An optional association with zero or one computer interpretable expression, ie, an instance
of ApplicabilityEvaluation
− An association with one or many objects to which the ApplicabilityStatement is applied, ie,
instances of any class that implements the ApplicabilityAssignmentItem <<interface>> (via
the ApplicabilityAssignment <<relationship>> class)

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− An optional association with zero, one or many instances of


ApplicabilityEvaluationByApplicabilityStatementReference, in which the
ApplicabilityStatement under consideration can be included as part of the evaluation of
another ApplicabilityStatement
Note
ApplicabilityStatement can be specialized into a DatedApplicabilityStatement.

4.22.3.8 DatedApplicabilityStatement
The DatedApplicabilityStatement class is a specialization of class ApplicabilityStatement, and
defines applicability statements where the applicability is not just defined by the expression to
be evaluated, but is also limited in time.
DatedApplicabilityStatement attributes:

− applicabilityStatementIdentifier (inherited from class ApplicabilityStatement)


− applicabilityStatementDescription (inherited from class ApplicabilityStatement)
− applicabilityStartDate (zero or one)
− applicabilityEndDate (zero or one)
DatedApplicabilityStatement associations:

− An optional association with zero or one computer interpretable expression, ie, an instance
of ApplicabilityEvaluation (inherited from class ApplicabilityStatement)
− An association with one or many objects to which the ApplicabilityStatement is applied, ie,
instances of any class that implements the ApplicabilityAssignmentItem <<interface>>
(inherited from class ApplicabilityStatement)
− An optional association with zero, one or many instances of
ApplicabilityEvaluationByApplicabilityStatementReference, in which the
ApplicabilityStatement under consideration can be included as part of the evaluation of
another ApplicabilityStatement (inherited from class ApplicabilityStatement)

4.22.3.9 ApplicabilityAssignment
The ApplicabilityAssignment <<relationship>> class defines a relationship between a specific
ApplicabilityStatement and an instance of any class that implements the
ApplicabilityAssignmentItem <<interface>>, ie, instance to which the ApplicabilityStatement
applies.
ApplicabilityAssignment associations:

− (relating) The ApplicabilityStatement being applied to an object (instance of any class that
implements the ApplicabilityAssignmentItem <<interface>>)
− (related) The object to which the ApplicabilityStatement is applied
Note
There is one instance of ApplicabilityAssignment per relevant combination of
ApplicabilityStatement and instance to which the ApplicabilityStatement is being applied (ie,
instance of any class that implements the ApplicabilityAssignmentItem <<interface>>).

4.22.3.10 ApplicabilityAssignmentItem
The ApplicabilityAssignmentItem<<interface>> is implemented by classes that can be
associated with applicability statements.
Classes that implements the ApplicabilityAssignmentItem <<interface>> are:

− UoF Part Definition


• AlternatePartAsDesignedRelationship
− UoF LSA Candidate
• KeyPerformanceIndicator

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• CorrectionFactor
− UoF LSA FMEA
• FailureMode
• FailureModeEffect
• SpecialEventOccurrence
• PossibleSpecialEventEffect
− UoF LSA Candidate Task Requirement
• TaskRequirement
− UoF Task
• Subtask
• SubtaskTimeline
• SubtaskInZone
• TaskRevisionWarningCautionNote
• SubtaskWarningCautionNote
• SubtaskAcceptanceParameter
• SubtaskCircuitBreakerSettings
• SubtaskCircuitBreakerSettingsTimeline
− UoF Task Resources
• TaskResource
• TaskResourceRelationship
• ResourceRealization
• TaskPersonnelResourceCompetence
− UoF Task Usage (Part 1)
• TaskTarget
• TaskFrequency
• AllocatedMaintenanceLevel
• TimeLimit
• ThresholdDefinition
− UoF Security Classification
• SecurityClassification
− UoF Organization Assignment
• OrganizationAssignment
− UoF Document
• DocumentAssignment
− UoF Remark
• RemarkAssignment
− S-Series Compound attributes
• AuthorizedLife
− S-Series Primitives (Data Types)
• ClassificationType
• DescriptorType
• PropertyType
Note
ApplicabilityStatements can also be assigned to any class that is a subclass of the
enumerated classes, eg, RectifyingTask which is a subclass of Task (rule of
substitutability).
Classes that implement the ApplicabilityAssignmentItem <<interface>> must also implement the
following association:

− An optional association with one instance of ApplicabilityStatement per instance of the


respective class

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4.22.3.11 ApplicabilityEvaluation
The ApplicabilityEvaluation class identifies an expression against which the applicability
statement can be asserted.
The expression to be evaluated is either a logical expression, or a value to be asserted. These
are defined as separate subclasses of ApplicabilityEvaluation.
Note
ApplicabilityEvaluation is an abstract class, ie, an instantiation of ApplicabilityEvaluation
must always be done using any of its specializations:

• ApplicabilityEvaluationByLogicalOperator
• ApplicabilityEvaluationByAssertionOfCondition
• ApplicabilityEvaluationByAssertionOfClassInstance
• ApplicabilityEvaluationByAssertionOfSerializedItems
• ApplicabilityEvaluationByApplicabilityStatementReference
ApplicabilityEvaluation associations:

− An instance of ApplicabilityEvaluation is always associated with a specific instance of


ApplicabilityStatement, either directly or as a logical operator operand (ie, as part of an
AND, OR or NOT expression)

4.22.3.12 ApplicabilityEvaluationByLogicalOperator
The ApplicabilityEvaluationByLogicalOperator class is a specialization of class
ApplicabilityEvaluation, and defines a logical expression against which an applicability
statement can be evaluated.
Note
An instance of LogicalOperator is always defined for a specific instance of
ApplicabilityEvaluationByLogicalOperator. An instance of LogicalOperator does always
refer to one or many other instances of ApplicabilityEvaluation, which in turn can be either a
logical expression or a value to be asserted.
Note
An instance of ApplicabilityEvaluationByLogicalOperator does not have any meaning
outside the context of the ApplicabilityStatement or LogicalOperator instance, in which it is
being defined.
ApplicabilityEvaluationByLogicalOperator associations:

− An instance of ApplicabilityEvaluationByLogicalOperator is always associated with a


specific ApplicabilityStatement, either directly or indirectly as a logical operator operand ie,
as part of an AND, OR or NOT expression (inherited from class ApplicabilityEvaluation)
− An instance of ApplicabilityEvaluationByLogicalOperator must always be associated with an
instance of a LogicalOperator which in turn refers to other instances of
ApplicabilityEvaluation to be evaluated or asserted

4.22.3.13 LogicalOperator
The LogicalOperator class defines the logical expression to be evaluated.
Note
LogicalOperator is an abstract class, ie, an instantiation of LogicalOperator must always be
done using any of its specializations AND, OR or NOT.
LogicalOperator associations:

− An instance of LogicalOperator is always associated with a specific instance of


ApplicabilityEvaluationByLogicalOperator

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4.22.3.14 AND
The AND class is a specialization of class LogicalOperator, and defines a list of
ApplicabilityEvaluations that all need to be TRUE in order for the overall ApplicabilityStatement
to be TRUE.
Note
S1000D uses AND statements in the definition of an <applic> element.
AND associations:

− An instance of AND is always associated with a specific instance of


ApplicabilityEvaluationByLogicalOperator (inherited from class LogicalOperator)
− An instance of AND relates to two or more instances of ApplicabilityEvaluation as its
operands

4.22.3.15 OR
The OR class is a specialization of class LogicalOperator, and defines a list of
ApplicabilityEvaluations where at least one needs to be TRUE in order for the overall
ApplicabilityStatement to be TRUE.
Note
S1000D does not use OR statements in the definition of an <applic> element.
OR associations:

− An instance of OR is always associated with a specific instance of


ApplicabilityEvaluationByLogicalOperator (inherited from class LogicalOperator)
− An instance of OR relates to two or more instances of ApplicabilityEvaluation as its
operands

4.22.3.16 NOT
The NOT class is a specialization of class LogicalOperator, and defines that the related
ApplicabilityEvaluation needs to be FALSE in order for the overall ApplicabilityStatement to be
TRUE.
Note
S1000D does not make explicit use of NOT statements in the definition of an <applic>
element.
NOT associations:

− An instance of NOT is always associated with a specific instance of


ApplicabilityEvaluationByLogicalOperator (inherited from class LogicalOperator)
− An instance of NOT relates to one instance of ApplicabilityEvaluation as its operand

4.22.3.17 ApplicabilityEvaluationByApplicabilityStatementReference
The ApplicabilityEvaluationByApplicabilityStatementReference class is a specialization of class
ApplicabilityEvaluation, and makes a reference another ApplicabilityStatement that must be
asserted as part of a parent ApplicabilityEvaluation expression. This class enables the definition
of nested applicability statements.
Note
An instance of ApplicabilityEvaluationByApplicabilityStatementReference does not have
any meaning outside the context of the ApplicabilityStatement or LogicalOperator, in which
it is being defined.
ApplicabilityEvaluationByApplicabilityStatementReference associations:

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− An instance of ApplicabilityEvaluationByApplicabilityStatementReference is always


associated with a specific ApplicabilityStatement, either directly or indirectly as a logical
operator operand, ie, as part of an AND, OR or NOT expression (inherited from class
ApplicabilityEvaluation)
− An instance of ApplicabilityEvaluationByApplicabilityStatementReference is always
associated with an instance of ApplicabilityStatement which must be asserted as part of the
parent ApplicabilityStatement

4.22.3.18 ApplicabilityEvaluationByAssertion
The ApplicabilityEvaluationByAssertion class is a specialization of class ApplicabilityEvaluation,
and identifies a value against which an applicability statement must be asserted.
Note
ApplicabilityEvaluationByAssertion is an abstract class, ie, an instantiation of
ApplicabilityEvaluationByAssertion must always be done using any of its specializations.
ApplicabilityEvaluationByAssertion subclasses:

− ApplicabilityEvaluationByAssertionOfCondition
− ApplicabilityEvaluationByAssertionOfClassInstance
− ApplicabilityEvaluationByAssertionOfSerializedItems
ApplicabilityEvaluationByAssertion associations:

− An instance of ApplicabilityEvaluationByAssertion is always associated with a specific


ApplicabilityStatement, either directly or indirectly as a logical operator operand ie, as part
of an AND, OR or NOT expression (inherited from class ApplicabilityEvaluation)

4.22.3.19 ApplicabilityEvaluationByAssertionOfCondition
The ApplicabilityEvaluationByAssertionOfCondition class is a specialization of class
ApplicabilityEvaluationByAssertion, and identifies a condition statement against which the
applicability statement must be asserted.
Note
An instance of ApplicabilityEvaluationByAssertionOfCondition does not have any meaning
outside the context of the ApplicabilityStatement or LogicalOperator in which it is being
defined.
ApplicabilityEvaluationByAssertionOfCondition associations:

− An instance of ApplicabilityEvaluationByAssertionOfCondition is always associated with a


specific instance of ApplicabilityStatement, either directly or indirectly as a logical operator
operand ie, as part of an AND, OR or NOT expression (inherited from class
ApplicabilityEvaluation)
− An instance of ApplicabilityEvaluationByAssertionOfCondition always refers to a
ConditionStatement against which the applicability statement must be asserted

4.22.3.20 ConditionStatement
The ConditionStatement <<relationship>> class firstly defines a reference to the related
condition definition which must be asserted, and secondly a reference to the value which needs
to be true in order for the ApplicabilityEvaluationByAssertionOfCondition expression to be true.
Note
An instance of ConditionStatement does not have any meaning outside the context of the
ApplicabilityEvaluationByAssertionOfCondition instance in which it is being defined.
ConditionStatement association:

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− An instance of ConditionStatement is always related to a specific instance of


ApplicabilityEvaluationByAssertionOfCondition
− An association with an instance of either ConditionType or ConditionInstance for which a
value must be asserted (via the ConditionDefinitionItem <<interface>>)
− An association with an instance of ConditionTypeValue that represents the value that must
be true, in order for the parent ApplicabilityEvaluationByAssertionOfCondition to be true

4.22.3.21 ApplicabilityEvaluationByAssertionOfClassInstance
The ApplicabilityEvaluationByAssertionOfClassInstance class is a specialization of class
ApplicabilityEvaluationByAssertion and identifies a class instance against which an applicability
statement must be asserted.
Note
An instance of ApplicabilityEvaluationByAssertionOfClassInstance does not have any
meaning outside the context of the ApplicabilityStatement or LogicalOperator in which it is
being defined.
ApplicabilityEvaluationByAssertionOfClassInstance associations:

− An instance of ApplicabilityEvaluationByAssertionOfClassInstance is always associated with


a specific instance of ApplicabilityStatement, either directly or indirectly as a logical operator
operand ie, as part of an AND, OR or NOT expression (inherited from class
ApplicabilityEvaluation)
− An instance of ApplicabilityEvaluationByAssertionOfClassInstance is always associated with
a class instance which represents the value that must be true, in order for the parent
ApplicabilityEvaluationByAssertionOfClassInstance to be true (via the
ApplicabilityAssertItem <<interface>>)

4.22.3.22 ApplicabilityAssertItem
The ApplicabilityAssertItem <<interface>> is implemented by classes that have instances
(values) that can be used for defining applicability statements.
Classes and interfaces that implements the ApplicabilityAssertItem <<interface>> are:

− UoF Product and Project


• Organization
• Contract
• ProductVariant
− UoF Product Usage Context
• MaintenanceLevel
• MaintenanceLocation
• OperatingLocationType
• OperatingLocation
− UoF Breakdown Structure
• BreakdownElement
− UoF Part Definition
• PartAsDesigned
− UoF Breakdown Element Realization
• HardwareElementPartRealization
• SoftwareElementPartRealization
− UoF Product Design Configuration
• AllowedProductConfigurationByConfigurationIdentifier
− UoF Special Events and Damage
• ProductUsagePhase
Classes that implement the ApplicabilityAssertItem <<interface>> must also implement the
following association:

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− An optional association with zero, one or many instances of


ApplicabilityEvaluationByAssertionOfClassInstance

4.22.3.23 ApplicabilityEvaluationByAssertionOfSerializedItems
The ApplicabilityEvaluationByAssertionOfSerializedItems class is a specialization of class
ApplicabilityEvaluationByAssertion, and identifies a range of serialized items against which the
applicability statement must be asserted.
Note
An instance of ApplicabilityEvaluationByAssertionOfSerializedItems does not have any
meaning outside the context of the ApplicabilityStatement or LogicalOperator in which it is
being defined.
ApplicabilityEvaluationByAssertionOfSerializedItems associations:

− An instance of ApplicabilityEvaluationByAssertionOfSerializedItems is always associated


with a specific instance of ApplicabilityStatement, either directly or indirectly as a logical
operator operand ie, as part of an AND, OR or NOT expression (inherited from class
ApplicabilityEvaluation)
− An association with a BlockOfSerializedItems against which the applicability statement must
be asserted

4.22.3.24 BlockOfSerializedItems
The BlockOfSerializedItems <<attributeGroup>> defines a possibly open-ended serial number
range of end items or specific hardware parts.
BlockOfSerializedItems attributes:

− applicableSerialNumberRange
BlockOfSerializedItems association:

− An instance of BlockOfSerializedItems is always related to a specific instance of


ApplicabilityEvaluationByAssertionOfSerializedItems
− An association with the item for which the serial number range is defined (via the
SerializationItem <<interface>>)

4.22.3.25 SerializationItem
The SerializationItem <<interface>> is implemented by classes that that can be serialized.
Classes that implement the SerializationItem <<interface>> are:

− Product
− ProductVariant
− PartAsDesigned
Classes that implement the SerializationItem <<interface>> must also implement the following
association:

− An optional association with zero, one or many instances of BlockOfSerializedItems


identifying individual ranges of serialized items
4.22.4 UoF Applicability Statement - Additions to referenced class and interface definitions

4.22.4.1 Organization
The Organization class defined in UoF Product and Project must also implement the following
<<interface>>:

− ApplicabilityAssertItem

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4.22.4.2 Contract
The Contract class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.3 Product
The Product class defined in UoF Product and Project must also implement the following
additional <<interface>>:

− SerializationItem

4.22.4.4 ProductVariant
The ProductVariant class defined in UoF Product and Project must also implement the following
additional <<interfaces>>:

− ApplicabilityAssertItem
− SerializationItem

4.22.4.5 BreakdownElement
The BreakdownElement class defined in UoF Breakdown Structure must also implement the
following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.6 MaintenanceLevel
The MaintenanceLevel class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.7 MaintenanceLocation
The MaintenanceLocation class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.8 OperatingLocationType
The OperatingLocationType class defined in UoF Product Usage Context must also implement
the following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.9 OperatingLocation
The OperatingLocation class defined in UoF Product Usage Context must also implement the
following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.10 PartAsDesigned
The PartAsDesigned class defined in UoF Part Definition must also implement the following
additional <<interfaces>>:

− ApplicabilityAssertItem
− SerializationItem

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4.22.4.11 AlternatePartAsDesignedRelationship
The AlternatePartAsDesignedRelationship class defined in UoF Part Definition must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.12 HardwareElementPartRealization
The HardwareElementPartRealization <<relationship>> class defined in UoF Breakdown
Element Realization must also implement the following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.13 SoftwareElementPartRealization
The SoftwareElementPartRealization <<relationship>> class defined in UoF Breakdown
Element Realization must also implement the following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.14 AllowedProductConfigurationByConfigurationIdentifier
The AllowedProductConfigurationByConfigurationIdentifier class defined in UoF Product Design
Configuration must also implement the following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.15 KeyPerformanceIndicator
The KeyPerformanceIndicator <<attributeGroup>> defined in UoF LSA Candidate must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.16 CorrectionFactor
The CorrectionFactor <<attributeGroup>> defined in UoF LSA Candidate must also implement
the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.17 FailureMode
The FailureMode class defined in UoF LSA FMEA must also implement the following additional
<<interface>>:

− ApplicabilityAssignmentItem

4.22.4.18 FailureModeEffect
The FailureModeEffect class defined in UoF LSA FMEA must also implement the following
additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.19 ProductUsagePhase
The ProductUsagePhase class defined in UoF Special Events and Damage must also
implement the following additional <<interface>>:

− ApplicabilityAssertItem

4.22.4.20 SpecialEventOccurrence
The SpecialEventOccurrence <<relationship>> class defined in UoF Special Events and
Damage must also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

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4.22.4.21 SpecialEventEffect
The SpecialEventEffect <<relationship>> class defined in UoF Special Events and Damage
must also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.22 TaskRequirement
The TaskRequirement class defined in UoF LSA Candidate Task Requirement must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.23 Subtask
The Subtask class defined in UoF Task must also implement the following additional
<<interface>>:

− ApplicabilityAssignmentItem

4.22.4.24 SubtaskTimeline
The SubtaskTimeline <<relationship>> class defined in UoF Task must also implement the
following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.25 SubtaskInZone
The SubtaskInZone <<relationship>> class defined in UoF Task must also implement the
following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.26 TaskRevisionWarningCautionNote
The TaskRevisionWarningCautionNote <<relationship>> class defined in UoF Task must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.27 SubtaskWarningCautionNote
The SubtaskWarningCautionNote <<relationship>> class defined in UoF Task must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.28 SubtaskAcceptanceParameter
The SubtaskAcceptanceParameter <<attributeGroup>> defined in UoF Task must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.29 SubtaskCircuitBreakerSettings
The SubtaskCircuitBreakerSettings class defined in UoF Task must also implement the
following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.30 SubtaskCircuitBreakerSettingsTimeline
The SubtaskCircuitBreakerSettingsTimeline <<relationship>> class defined in UoF Task must
also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

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4.22.4.31 TaskResource
The TaskResource class defined in UoF Task Resources must also implement the following
additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.32 TaskResourceRelationship
The TaskResourceRelationship <<relationship>> class defined in UoF Task Resources must
also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.33 ResourceRealization
The ResourceRealization <<relationship>> class defined in UoF Task Resources must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.34 TaskPersonnelResourceCompetence
The TaskPersonnelResourceCompetence <<relationship>> class defined in UoF Task
Resources must also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.35 TaskTarget
The TaskTarget <<relationship>> class defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.36 TaskFrequency
The TaskFrequency <<attributeGroup>> defined in UoF Task Usage (Part 1) must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.37 AllocatedMaintenanceLevel
The AllocatedMaintenanceLevel <<relationship>> class defined in UoF Task Usage (Part 1)
must also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.38 TimeLimit
The TimeLimit class defined in UoF Task Usage (Part 1) must also implement the following
additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.39 ThresholdDefinition
The ThresholdDefinition class defined in UoF Task Usage (Part 1) must also implement the
following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.40 SecurityClassification
The SecurityClassification <<relationship>> class defined in UoF Security Classification must
also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

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4.22.4.41 DocumentAssignment
The DocumentAssignment <<relationship>> class defined in UoF Document must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.42 OrganizationAssignment
The OrganizationAssignment <<relationship>> class defined in UoF Organization Assignment
must also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.43 RemarkAssignment
The RemarkAssignment <<relationship>> class defined in UoF Remark must also implement
the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.44 AuthorizedLife
The AuthorizedLife <<compoundAttribute>> defined in the S-Series Compound attributes must
also implement the following additional <<interface>>:

− ApplicabilityAssignmentItem

4.22.4.45 ClassificationType
The ClassificationType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem
Note
Assignment of ApplicabilityStatements to instances of ClassificationType enables multiple
classifications to be given for a single attribute in the data model, where multiple
classifications are allowed, and still distinguish when a single classification is applicable.

4.22.4.46 DescriptorType
The DescriptorType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem
Note
Assignment of ApplicabilityStatements to instances of DescriptorType enables multiple
descriptive texts to be given for a single attribute in the data model, where multiple
descriptions are allowed, and still distinguish when a single descriptive text is applicable.

4.22.4.47 PropertyType
The PropertyType <<primitive>> defined in S-Series Primitives (Data Types) must also
implement the following additional <<interface>>:

− ApplicabilityAssignmentItem
Note
Assignment of ApplicabilityStatements to instances of PropertyType enables multiple
values to be given for a single attribute in the data model, where multiple values are
allowed, and still distinguish when a single value is applicable.

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Chapter 20

Data exchange

Table of contents Page


Data exchange ............................................................................................................................... 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 1
1.1 Introduction ...................................................................................................................... 1
1.2 Objective .......................................................................................................................... 2
1.3 Scope ............................................................................................................................... 2
2 Overview .......................................................................................................................... 2
2.1 S3000L data exchanges .................................................................................................. 2
2.1.1 Data flow from other disciplines to LSA ........................................................................... 2
2.1.2 Data flow from LSA to other disciplines or stakeholders ................................................. 3
3 S3000L XML Schemas .................................................................................................... 3
4 PLCS (Product Life Cycle Support) ................................................................................. 4

List of tables
1 References ...................................................................................................................... 1

List of figures
1 S3000L data exchanges .................................................................................................. 2
2 ASD XML Schema to PLCS implementation mapping .................................................... 4

References
Table 1 References
Chap No./Document No. Title

Chap 19 Data model


ISO 10303-239 PLCS Product Life Cycle Support (PLCS)
PLCS PSM PLCS Platform Specific Model, refer to OASIS PLCS TC
www.oasis-open.org

1 General
1.1 Introduction
This chapter defines the standard technology used for the exchange of data that results from
Logistics Support Analysis as defined in S3000L. The exchange of data for S3000L, issue 1.1 is
defined using XML and XML Schema.
S3000L XML Schemas will be published separately on the S3000L website (www.s3000l.org).

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1.2 Objective
The objective for this chapter is to describe how S3000L XML Schemas support the S3000L
LSA process and its interaction with other business processes.

1.3 Scope
The following areas are within scope of the data exchange:

− Overview of S3000L data exchange using S3000L XML Schemas


− Overview of the defined S3000L XML Schemas
− Relationship between S3000L XML Schemas and ISO 10303-239 PLCS

2 Overview
2.1 S3000L data exchanges
An overview of the types of data exchanges that is supported by S3000L XML Schemas is
summarized in Fig 1:

Product
development Product External
Engineering breakdown partners
Support engineering Entire
dataset

Part
Materiel Customer
data
support
(S2000M)
LSA
candidate Product
FMEA list Development
FMECA Engineering
Preventive Support engineering
maintenance Logistic
(S4000P) Support
Analysis Technical
LSA
PMTR publication
database FMEA
(S1000D)

Customer
(SX000i)
S3000L
Product
Training
usage Task (S6000T)
data require-
ments
Technical
publication Materiel
(S1000D) Publishing
support
data
(S2000M)
Task
data

In service In service
support Feedback support
(S5000F) (S5000F)

ICN-B6865-S3000L0236-002-00
Fig 1 S3000L data exchanges

2.1.1 Data flow from other disciplines to LSA


The identified data exchanges basically contain the following information:

− Product breakdown - from product development (engineering and support engineering) to


LSA, includes information on:
• The Product to be supported
• One or many Product variants

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• One or many breakdowns of the Product, including its breakdown elements (eg,
systems, functions, hardware, software, zones)
• Possible breakdown element realizations in terms of hardware or software parts
• Product variant applicability and specific Product variant realizations
• Key performance indicators for each LSA candidate
− Part data - from product development (engineering and support engineering) and material
management to LSA, includes information on, eg:
• Part identifiers (eg, part numbers)
• Part name
• Operational authorized life
− FMEA/FMECA - from product development (engineering and support engineering) to LSA
includes identified failure modes on parts that will be used in the Product to be supported
can require the definition of corrective maintenance tasks
− Preventive maintenance task requirements (PMTR) - from Preventive Maintenance Analysis
(PMA) to LSA identifies the need for preventive maintenance tasks including intervals and
thresholds
− Publishing data - from technical publication to LSA, includes cross reference data between
S3000L tasks and S1000D data module codes

2.1.2 Data flow from LSA to other disciplines or stakeholders


The identified data exchanges basically contain the following information:

− Entire dataset - from LSA to external partners contain the complete LSA dataset
− LSA candidate list - from LSA to the customer includes information on selected LSA
candidates and recommended (decided) analysis activities
− LSA FMEA - from LSA to the customer includes information to justify the recommended
corrective maintenance tasks
− Task requirement - from LSA to customers and product development (engineering and
support engineering), includes information on, eg:
• Task requirement specification
• Task requirement authority
• Task limit requirements
− Task data from LSA to the customer, technical publication, training, materiel support and in-
service support includes information on, eg:
• Task identification
• Task justification
• Subtasks
• Task resources

3 S3000L XML Schemas


The S3000L XML Schemas are derived from the S3000L data model defined in Chap 19. The
method of mapping the S3000L data model to the S3000L XML Schemas is done in accordance
with the XML Schema Authoring Rules defined by the DMEWG (Data Model and Exchange
Working Group).
An added feature for the exchange of LSA data using the XML Schemas of S3000L, issue 1.1 is
the option to only exchange updates. Update messages can be sent in between complete
(baseline) messages and can accommodate minor as well as major changes to the LSA data.

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This means that the receiver of LSA data does not need to analyze what actions to take with
respect to update the target data set (eg, database).
The XML Schema used for complete (baseline) messages enforces all rules defined in the
S3000L data model in order to guarantee consistency in the exchanged data set.
Another additional feature of the XML Schemas of S3000L, issue 1.1 is the support of all UoFs
defined in Chap 19.

4 Product Life Cycle Support (PLCS)


S3000L XML Schemas will provide mappings to ISO 10303-239 PLCS ed2 or OASIS PLCS
PSM, in order to support continued use of ISO 10303-239 PLCS. These mappings will be an
integral part of the respective S3000L XML Schemas.
OASIS PLCS PSM is an XML Schema which is published as an alternative (complement) to
ISO 10303-239 PLCS (Product Life Cycle Support) and its related exchange formats
ISO 10303:21 and ISO 10303:28, respectively.
The rationale for introducing S3000L XML Schemas as the basis for supporting S3000L data
exchanges is to allow for organizations that do not have the required PLCS skills to still support
the S3000L specified data exchanges.
In awaiting ISO 10303-239 PLCS ed3 and its associated data exchange development
environment, all future S-Series ILS specifications will follow the same XML Schema approach
as described for S3000L. Fig 2 illustrates how S-Series ILS specification XML Schemas is to be
viewed in general in respect of ISO 10303-239 PLCS and OASIS PLCS PSM.

B6865-S3000L0237-001-00
Fig 2 ASD XML Schema to PLCS implementation mapping

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The S-Series ILS specifications XML Schemas are targeted to support data exchange at the
Business Object Model (BOM) layer. However, each XML Schema will also include the mapping
details required for an unambiguous mapping of each element and attribute to PLCS in order to
enable PLCS-based data exchanges and/or PLCS-based data consolidation.

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Chapter 21

Terms, abbreviations and acronyms

Table of contents Document


Chap 21 Terms, abbreviations and acronyms .................. S3000L-A-01-00-0000-00A-040A-A
Chap 21.1 Terms, abbreviations and acronyms - Introduction
............................................................................ S3000L-A-01-01-0000-00A-040A-A
Chap 21.2 Terms, abbreviations and acronyms - Glossary of terms
........................................................................... S3000L-A-01-02-0000-00A-040A-A
Chap 21.3 Terms, abbreviations and acronyms - Abbreviations and acronyms
............................................................................ S3000L-A-01-03-0000-00A-040A-A

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Chapter 21.1

Terms, abbreviations and acronyms - Introduction

Table of contents Page


Terms, abbreviations and acronyms - Introduction........................................................................ 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 1
2 Content ............................................................................................................................ 1

List of tables
1 References……………………………………………………………………………………...1

References
Table 1 References
Chap No./Document No. Title

Chap 21.2 Terms, abbreviations and acronyms - Glossary of terms


Chap 21.3 Terms, abbreviations and acronyms - Abbreviations and
acronyms

1 General
Chap 21 provides a comprehensive terminology dictionary for the terms, abbreviations and acronyms used
throughout S3000L.

2 Content
A comprehensive terminology dictionary for terms used in this specification is given in Chap 21.2.
A dictionary of abbreviations and acronyms used in this specification is presented in Chap 21.3. These
include all specific S3000L definitions, abbreviations and some basic abbreviations to be used when
completing Logistic Support Analysis.

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Chapter 21.2

Terms, abbreviations and acronyms - Glossary of terms

Table of contents Page


Terms, abbreviations and acronyms - Glossary of terms .............................................................. 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 1
2 Glossary of terms............................................................................................................. 1

List of tables
1 References ...................................................................................................................... 1
2 Glossary of terms............................................................................................................. 1

References
Table 1 References
Chap No./Document No. Title

None

1 General
Table 2 provides the definitions of terms used throughout this specification.

2 Glossary of terms
Table 2 Glossary of terms
Term Definition

Availability Availability is the measure of the degree to which an item is in an


operable and ready-for-use state at the start of a mission or
operation, when the mission or operation is called for at an
unknown time. This is sometimes called operational readiness.
Breakdown Element The Breakdown Element Identifier (BEI) is a code that identifies the
Identifier breakdown structure of all system items within the LSA. The
breakdown can include software items.
Breakdown Element The Breakdown Element Revision (BER) is a code which indicates
Revision that an alternative equipment or component occupies the same
position in the breakdown and, therefore, the same installation
position.

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Term Definition

Built In Test Built-In Test (BIT) are implemented on items to enable them to
carry out some self-testing up to a given degree.
Usually, three types of BIT are implemented:
− power-on BIT (P-BIT) executed at start-up of the item
− continuous BIT (C-BIT) periodically and automatically
executed during the operation of the item, without any
intervention from the operating crew
− initiated BIT (I-BIT) executed upon order from the operator or
from the maintenance team
Each of these types of tests detects specific categories of failures.
They are characterized by:
− a detection rate that gives the percentage of functions or items
whose failure is detected
− a localization or isolation rate that gives the percentage of
detected failures that are associated without ambiguity to the
failure of an identified replaceable unit
− a false alarm rate
Built-in tests are likely to:
− detect failures
− localize failed replaceable units
Localization can be:
− ambiguous, which means that the failure has been localized
within a group of replaceable parts, not on a single replaceable
part
− non-ambiguous, which means that the failed item has been
identified and localized with an acceptable degree of certainty
Removing the ambiguity is the goal of troubleshooting analysis.
In terms of warning and signals, BIT results can be signaled to the
operator through a warning or alarm (which is usually the case for
critical failures).
Candidate Item A Candidate Item (CI) is an item that has been identified that
requires analysis within the LSA process.
Candidate Item List A Candidate Item List (CIL) documents the CI’s that are to be
analyzed (documentation of the selection of analysis tasks).
chemical abstract Unique international identifier for a given substance.
substance
identification number
Commercial Off-The- Software or hardware, generally technology products, that is ready-
Shelf (COTS) made and available for sale, lease, or license to the general public.
common cause Some failures can lead to several malfunctions. For instance, the
failure of a power supply leads to malfunction of all its supplied
items. This type of failure with multiple impacts is called a common
cause.

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Term Definition

corrective All maintenance activities, which are carried out to reset a faulty
maintenance item to full functionality.
Customer The Customer Requirements Document (CRD) contains all the
Requirements customer logistic requirements. This document must be available
Document for the Guidance Conference.
damage A loss or reduction of functionality, excluding inherent failure
(intrinsic reliabilities). Normally a maintenance task will be required.
Damages can be grouped into "damage families" (eg, concerning
structures, typical damage can be identified like scratches, dents or
cracks). These damage families are typical candidates for a
standard repair procedure.
dangerous/toxic Substance which harms human beings and environment (animals,
substance plants, etc).
Data Element List List of selected data elements or an output of a data element
(DEL) tailoring process. This list can contain additional data elements
required for a project, which are not predefined in any standard.
defect Any non-conformance of an item with its specified requirements is
a defect. Note that a defect does not necessarily result in a failure
of the item.
definition files Definition files, such as technical descriptions, interface definitions,
wiring diagrams, description of sockets bounding, etc. This can be
useful if the localization remains ambiguous after simple
troubleshooting has been carried out and when it becomes
necessary to carry out functional or electrical tests to help isolate
the failed item.
demilitarization Operation which makes a defense Product unavailable for its
intended military use.
detection Failure detection warns the operator that a failure has occurred
direct replaceable Item that is directly replaceable on the Product.
deviation Authorized approval to depart from a particular requirement of a
Product/equipment approved configuration documentation for a
specified period of time. This allows the acceptance of an
Product/equipment which departs from the particular requirement,
but is considered as suitable for use ‘as is’ or after repair by an
approved method.
disposal phase Last phase of a Product Life Cycle, where the Product is phased
out of use.
disposal process Set of tasks to be performed on a Product at the end of its intended
use
external cause A cause is said to be external when an event independent of
Product usage occurs eg, bird-strike.
failure Unacceptable reduction of functionality of an item where the item
cannot continue its intended use. The failure occurs during proper
usage of the item.

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Term Definition

Failure Cause A Failure Cause (FC) is any circumstance during design,


manufacture or use of the Product, which led to the failure.
failure mode A failure mode is a predicted or observed physical, mechanical,
thermal or other process which leads to a failure. The result of this
process is stated in relation to the operating conditions at the time
of the failure.
failure rate The failure rate is the probability of failure per unit of time of items
in operation
Failure Modes and A Failure Modes and Effects Analysis (FMEA) is a procedure for
Effects Analysis analysis of potential failure modes within a system for classification
by severity or determination of the effect of failures on the system.
Failure Mode, Effects, Failure Mode, Effects, and Criticality Analysis (FMECA) is an
and Criticality extension of Failure Mode and Effects Analysis (FMEA). In addition
Analysis to the basic FMEA, it includes a criticality analysis, which is used to
chart the probability of failure modes against the severity of their
consequences. The probability that a failure mode is caused by a
fault item is calculated during the analysis. The severity of the
consequences of this fault determines the remedial action required
to correct the fault and return the item to service.
Field Loadable Software that can be installed to one or several equipments on a
Software (FLS) Product without need to remove the equipment from its installation
location.
firmware Software that can be loaded into a Line Replaceable Unit (LRU) or
Shop Replaceable Unit (SRU) but requires the target to be
dismounted from its installation on the operational system and
requiring the replacement of a component.
fit form and function Where the physical interface, physical parameters that uniquely
characterize or the function of a Product/equipment remain
unchanged.
function breakdown A simple functional breakdown can start on top level of the Product
as the root of the breakdown tree. The different functions of the
Product must be documented from the main functions down to the
sub-functions, etc, to the required depth. A functional breakdown
must not contain any physical items.

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Term Definition

functionality analysis Functional analysis describes and functions performed by the


Product, systems, subsystems and sub-subsystems.
Each function of the system can be characterized by the flows or
parameters that:
− it takes as inputs
− it requires as part of operating context
− it provides as outputs
The outputs provided by the characterization justify the inclusion of
the items in the design. The results of the functionality analysis are
used to identify the impact of a failed physical item or items on
other associated functions. The results also indicate the detection
and corrective action required preventing the failure and ensuring
continuity and/or restoration of the items intended functionality.
functional symptom A functional symptom can be observed during a functional check
and/or the failure of an item associated with the function.
Guidance Conference A conference at which the supplier and the customer agree the
(GC) scope and depth of the LSA business processes and procedures.
Guidance Conference A signed, contractual record of the agreements reached by the
Document (GCD) supplier and the customer. This document is an output of the
Guidance Conference.
Integrated Logistic Integrated Logistics Support (ILS) is an integrated and iterative
Support process for developing materiel and a support strategy that
optimizes functional support, leverages existing resources, and
guides the system engineering process to quantify and lower life
cycle cost and decrease the logistics footprint (demand for
logistics), making the system easier to support.
internal cause A cause is said to be internal when it comes from normal Product
usage by itself (eg, excessive vibration).
labor time The sum of the man-hours taken to complete a task. If more than
one person is working on a task at the same time, the time taken
by each person must be summarized by skill level.
Level Of Repair Level Of Repair Analysis (LORA) is a prescribed procedure for
Analysis determining the most economical and efficient level at which
maintenance is performed.
Line Replaceable Unit An item, which can be removed and installed at the organizational
(LRU) maintenance area.
localization Failure isolation that indicates an item or group of items that have
failed. This isolation is usually associated with a failure detection.
Logistic Support A structured approach to increase in maintenance efficiency and
Analysis (LSA) reduction of the cost of providing support by preplanning all
aspects of Integrated Logistics Support.
LSA database A database that records the logistic data gathered as a result of the
ILS processes.

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Term Definition

life cycle Total Product lifespan since its initial feasibility phase, until its
service withdrawal and disposal.
Life Cycle Costs Life Cycle Cost (LCC) is the cumulative cost of a Product over its
life cycle from entry into service to disposal as determined by a
process of economic analysis that allows for the assessment of the
total cost of acquisition, ownership and disposal of the Product.
maintainability The measure of the ability of an item to be retained in, or restored
to a specified condition, when maintenance is performed by
personnel having specified skill levels, using prescribed
procedures and resources, at each prescribed level of
maintenance and the level at which maintenance can be carried
out for the continuance of the Product's mission as limited by the
design
Maintenance Concept A strategy for providing maintenance support to ensure a Product
(MC) meets its mission performance requirements
Maintenance Plan A plan for conducting maintenance in the most efficient and cost
effective manner such that the Product performs as intended, to
meet its mission requirements.

The Maintenance plan specifies when, where, and how


maintenance tasks are performed on the Product/equipment,
including both:

− Preventive maintenance
− Corrective maintenance

The plan ensures that all required maintenance resources are in


place to support deployment of the Product.
Maintenance Task The Maintenance Task Analysis (MTA) is a detailed analysis
Analysis process that results in the identification of the procedures, spares
and materials, tools, support equipment, personnel skill levels,
estimated and elapsed times as well as any facility issues that
must be considered for a corrective, repair or preventive
maintenance task
Maintenance Relevant A Maintenance Relevant Item (MRI) is an item that can be repaired
Item or replaced in case of a failure or damage. Normally this item is
automatically a potential LSA candidate, but not automatically an
MSI.
Maintenance A Maintenance Significant Item (MSI) is an item that was identified
Significant Item by any selection process as the result of a Scheduled Maintenance
Analysis (SMA) procedure such as S4000M. An MSI can become a
LSA candidate if the SMA identifies a scheduled task which is
documented in the LSA database.

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Term Definition

malfunction analysis Malfunctioning analysis aims to define actions to be taken in the


event of a failure. It can cover two types of corrective actions:
− actions to be taken by the operating crew when a failure occurs
during operation
− actions to be taken as part of the corrective maintenance
Only the second type of actions falls into the scope of this
specification.
Mean Elapsed Time The average time expended, irrespective of the number of
(MET) personnel, required to complete a task. The duration of the whole
task can be calculated as the sum of times coming from the
subtasks and from the referenced supporting tasks.
Mean Time Between Mean Time Between Failures (MTBF) is the predicted elapsed time
Failures between inherent failures of a system during operation. MTBF can
be calculated as the arithmetic mean (average) time between
failures of a system. The MTBF is typically part of a model that
assumes the failed system is immediately repaired (zero elapsed
time), as a part of a renewal process. This is in contrast to the
Mean Time To Failure (MTTF), which measures average time
between failures with the modeling assumption that the failed
system is not repaired.
Model Identifier The Model Identifier is a code, which uniquely identifies the
Product. It is recommended to use the model identifier in
conjunction with other identifiers within the entire ILS process.
Operational The Operational Requirements Document (ORD) defines the
Requirements operational requirements in a qualitative way for the Product. This
Document document must be available for the Guidance Conference.
physical breakdown A top down representation of hardware and software of a Product
based on the engineering design model/drawings.
physical symptom A physical symptom characterizes a failure detected by visual
inspection, measurement of a wear-out parameter, material
degradation. It is detectable or measurable when the system is
currently operated or if it is undergoing inspection or maintenance.
preventive Maintenance activities to prevent the occurrence of critical failures
maintenance or damages in conjunction with safety, economical or ecological
aspects. The Preventive Maintenance also includes activities after
special events where these events, chronological intervals or other
regular threshold cannot be defined.
Product Any platform, system or equipment (air, sea, land vehicle,
equipment or facilities, civil or military). The term the Product is
used in this specification to mean platforms, systems, subsystems,
sub-subsystems, assemblies, equipment, LRU, components, parts
etc.
realization The completion of a Product breakdown from a design breakdown,
including different system/subsystem or components for the same
installed location.

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Term Definition

rectifying task A maintenance activity, which resolves an event such as failures,


damages, special events or thresholds. A rectifying task contains
subtasks in terms of referenced supporting tasks and/or definite
working steps.
reliability The probability of failure free performance of a Product/equipment
under stated conditions, or the probability that an item can perform
its intended function for a specified interval under stated
conditions, is a prime driver of support resources.
Reliability Centered Reliability Centered Maintenance (RCM) is a disciplined logic or
Maintenance methodology used to identify scheduled maintenance tasks to
maintain the inherent reliability of equipment at a minimum
expenditure of resources.
scheduled Maintenance activities to prevent the occurrence of critical failures
maintenance or damages in conjunction with safety, economical or ecological
aspects. These maintenance tasks are defined with a
corresponding interval or threshold (eg, after certain time, cycles,
rounds, distance). Scheduled maintenance is a subset of
preventive maintenance.
Scheduled Element of the Product breakdown, which is identified as a
Maintenance Analysis potential candidate for which a scheduled or preventive
Candidate maintenance task could be necessary.
Scheduled The analysis task for the identification of preventive and scheduled
Maintenance Analysis maintenance. Different methods are available to perform this
(SMA) analysis task such as S4000M.
Shop Loadable Software that can be loaded into a LRU but that requires the target
Software (SLS) LRU to be dismounted from its installation in the system where it is
located.
Shop Replaceable An item, which can only be changed at shop/rear level (cannot be
Unit (SRU) removed and installed at the organizational maintenance area).
signature A list of physical symptoms, functional symptoms and BIT results
that help detect and localize the failure.
Software Support Software Support Analysis (SSA) is the methodology to analyze
Analysis software with the purpose to supply the customer with all
necessary information to establish a cost effective Software
Support Concept. This includes all equipment, tools, personnel,
documentation, infrastructure and required skill and training
respectively.
special event A special event is something that can occur during the life of the
Product but cannot be considered as a normal way of operation. It
can be due either to external causes, (eg, meteorological
phenomenon or to out of bound use such as over G maneuver).

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Term Definition

specific test Whenever BIT is unable to detect or localize failures, some specific
equipment test equipment can be required. This specific test equipment can
include:
− external measurement or test items
− external means used to simulate a function of the operating
system
structural detail A specific area of the Structure Significant Item (SSI) which was
identified by any selection process from an SMA procedure such
as S4000M. For this detail, an SMA will be performed.
Structural Item A Structural Item (SI) is a part of the Product bodywork. It can be
an LSA candidate as well as a Structure Significant Item.
Structure Significant An item which is identified by the selection process from a
Item Scheduled Maintenance Analysis procedure such as S4000M.
substances Characterization (identification, risk, quantity, etc) and location of
cartography all the tracked substances within a Product.
supply chain A supply chain consists of all organizations involved, directly or
indirectly, in fulfilling a customer support requirements.
supply chain The process of planning, implementing and controlling the
management operations of the supply chain as efficiently as possible.
supporting task A supporting task is a part of a complete maintenance activity. As a
standalone task it cannot rectify an event such as failures,
damages, special events or thresholds. A supporting task contains
subtasks in terms of working steps.
testability Performances of BIT developed on some items of the system are
often assessed using FMEA terms and results, but this is not
mandatory, particularly when the item has been previously
developed for another program. BIT can be characterized by:
− a list of functions or sub-functions that are tested
− a detection rate that gives the percentage of functions or items
whose failure is detected
− a localization or isolation rate that gives the percentage of
detected failures that are associated without ambiguity to the
failure of an identified item or component
− a “No Fault Found” rate
These analyses and their justification are used for malfunctioning
analysis and for LSA FMEA, especially because they provide a list
of failure reports (from BIT) giving failure codes or any other
message that indicates which item or group of items is liable to
have failed, therefore restraining greatly the number of items to be
investigated as part of the troubleshooting .
Warnings are sent to the operating crew or to the maintenance
team to indicate detected failures. These warnings are used as
initial symptoms and not necessarily sent from the faulty item
causing the failure.
Training Needs Analysis task to identify the requirements for training for
Analysis (TNA) operational and maintenance activities.

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Term Definition

troubleshooting Troubleshooting consists of localizing failed replaceable units when


their failure is not obvious or previously achieved by other means
(eg, built-in test). Troubleshooting is carried out after a failure has
been detected.
unified identifier Designation for an identifier (ID), which can be used across all
logistic disciplines in the ILS process for a definite identification of
any item.
Usable on Code A Product, system or equipment identifier that indicates the
(UoC) configuration of a Product on which the item under analysis is
used.

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Chapter 21.3

Terms, abbreviations and acronyms - Abbreviations and acronyms

Table of contents Page


1 General ............................................................................................................................ 1
2 Word combination - Acronym .......................................................................................... 1
3 Tense and number .......................................................................................................... 1
4 Abbreviation and acronym list ......................................................................................... 2

List of tables
1 References ...................................................................................................................... 1
2 Abbreviations and acronyms ........................................................................................... 2

References
Table 1 References
Chap No./Document No. Title

None

1 General
When there is doubt that an abbreviation or acronym will be understood or whenever there is
ample space to write in full, the term must be written out rather than abbreviated.
Table 2 provides the definitions of abbreviations and acronyms used throughout this
specification.

2 Word combination - Acronym


Abbreviations for word combinations, acronyms, must be used as such and not separated for
use singly, unless authorized singly.
Single abbreviations can be combined when necessary if there is no abbreviation listed for the
combination.

3 Tense and number


Abbreviations are used in a consistent manner throughout this specification to represent all
tenses, singular and plural of their definition.

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4 Abbreviation and acronym list


Table 2 Abbreviations and acronyms
Abbreviation / Definition
Acronym

AIA Aerospace Industries Association of America


AD Accidental Damage
AOR Annual Operating Rate
ASD AeroSpace and Defense Industries Association of Europe
BE Breakdown Element
BEI Breakdown Element Identifier
BER Breakdown Element Revision
BIT Built in Test
BITE Built in Test Equipment
CBS Cost Breakdown Structure
CE Communauté Européenne
CEE Communauté Economique Européenne
Chap Chapter
CI Candidate Item
CIL Candidate Item List
CM Configuration Management
CMR Certification Maintenance Requirements
COTS Commercial Off The Shelf
CP Change Proposal
CRD Customer Requirements Document
DA Design Authority
DADD Data and Definition Document
DEL Data Element List
DEX Data Exchange Specification
DLM Depot Level Maintenance
DMC Data Module Code
DoD Department of Defense
DRACAS Data Reporting and Corrective Action System
DSE Damage and Special Event

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Abbreviation / Definition
Acronym

ED Environmental Deterioration
ELORA Economical Level of Repair Analysis
FC Failure Cause
FFE Functional Failure Effect
FFEC Functional Failure Effect Code
Fig Figure
FLS Field Loadable Software
FMA Failure Mode Analysis
FMEA Failure Mode and Effects Analysis
FMECA Failure Mode and Effects Criticality Analysis
FMR Failure Mode Ratio
FTA Fault Tree Analysis
GC Guidance Conference
GCD Guidance Conference Document
GEIA Government Electronic and Information Technology Association
GVI General Visual Inspection
ICN Information Control Number
ID Identifier
ILC Item Location Code
ILS Integrated Logistic Support
ISMO In Service Maintenance Optimization
ISO International Standards Organization
IT Information Technology
IUA Item Under Analysis
kg kilogram
LAN Local Area Network
lb pound
LCC Life Cycle Costs
LCMP LSA Configuration Management Plan
LCN Logistic Control Number
LORA Level of Repair Analysis
LRU Line Replaceable Unit

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Abbreviation / Definition
Acronym

LSA Logistic Support Analysis


LSA RC Logistic Support Analysis Review Conference

M Mean active maintenance action time

MC Maintenance Concept
MDT Maintenance Down Time
MET Mean Elapsed Time
MIL-STD Military Standard (US DoD)
ML Maintenance Level
MoD Ministry of Defence
MRI Maintenance Relevant Item
MRO Maintenance, Repair & Overhaul
MSDS Material Safety Data Sheet
MSI Maintenance Significant Item
MSN Manufacturer Serial Number
MTA Maintenance Task Analysis
MTBF Mean Time Between Failures
MTBM Mean Time Between Maintenance
MTTR Mean Time to Repair
NATO North Atlantic Treaty Organization
O&S Operating and Support
OASIS Organisation for the Advancement of Structural Information Standards
OEM Original Equipment Manufacturer
OM Obsolescence Management
OMP Operator Maintenance Plan
ORD Operational Requirements Document
para Paragraph
PBS Product Breakdown Structure
PDF Product Disposal File
PDM Product Data Management
PE Periodical
PHST Packaging, Handling, Storage and Transportation

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Abbreviation / Definition
Acronym

PLCS Product Life Cycle Support


P/N Part Number
PMTR Preventative Maintenance Task Requirement
PNR Part number
PO Perform once
PP Program Plan
PPH Policy and Procedure Handbook
RC Review Conference
RCM Reliability Centered Maintenance
RDL Reference Data Library
RFC Request For Clarification
SB Service Bulletin
SD Significant Detail
SI Structural Item
SLS Shop Loadable Software
SMA Scheduled Maintenance Analysis
SNS Standard Numbering System
SOW Statement of Work
SRU Shop Replaceable Unit
SSA Software Support Analysis
SSC Software Support Concept
SSI Structural Significant Item
ST Sub-Task
SUA System Under Analysis
SW Software
TNA Training Needs Analysis
UML Unified Modeling Language™
UoF Unit of Functionality
WAN Wide Area Network
WBS Work Breakdown Structure
ZAM Zonal Analysis Module

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Chapter 22

Data element list

Table of contents Page


Data element list ............................................................................................................................ 1
References ..................................................................................................................................... 1
1 General ............................................................................................................................ 1

List of tables
1 References ...................................................................................................................... 1
2 Data elements in alphabetical order ................................................................................ 2
3 Attributes of the S3000L data types .............................................................................. 49

References
Table 1 References
Chap No./Document No. Title

Chap 19 Data elements


Chap 20 Data exchange
S1000D International specification for technical publications using
a common source database
S2000M International specification for material management
S4000P International specification for developing and continuously
improving preventive maintenance

1 General
This chapter defines all the data elements that are used as attributes in the S3000L data model,
refer to Chap 19.
The data element list in Table 2 is organized alphabetically by the data element name, and
contains:

− Data element name


− Data element data type (refer to Chap 19 on more details on data types used in S3000L)
− Data element definition, contains a textual definition and a list of valid values
− Class/Interface name, identifies Classes/Interfaces in the S3000L data model where the
data element is used as an attribute (Chap 19)
− Unit of Functionality, identifies the section in Chap 19 where the Class is defined
The attribute list in Table 3 defines all the data elements that are used to define the S3000L
data types.

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Table 2 Data elements in alphabetical order

Data element Type Definition Class/Interface UoF


additionalTrainingRequirementsDescription DescriptorType additionalTrainingRequirementsDescription is a narrative AdditionalTrainingRequirement Task Resources
statement which describes the additional training which is
necessary to achieve a specific personnel competence.

aggregatedElementDescription DescriptorType aggregatedElementDescription is a phrase that gives more AggregatedElementRevision Breakdown Aggregated
information on the aggregated element under consideration. Element

aggregatedElementType ClassificationType aggregatedElementType is a classification that identifies AggregatedElement Breakdown Aggregated


further specialization of an aggregated element. Element
Examples:
- family
- function
- slot
- system

allowedProductConfigurationIdentifier IdentifierType allowedProductConfigurationIdentifier is a string of AllowedProductConfiguration Product Design Configuration


characters that are unique to the issuing organization which ByConfigurationIdentifier
is used to designate an AllowedProductConfiguration and to
differentiate it from other AllowedProductConfigurations.

applicabilityEndDate DateType applicabilityEndDate is a date that defines the upper bound DatedApplicabilityStatement Applicability Statement
of the interval for a dated applicability statement.

applicabilityStartDate DateType applicabilityStartDate is a date that defines the lower bound DatedApplicabilityStatement Applicability Statement
of the interval for a dated applicability statement.

applicabilityStatementDescription DescriptorType applicabilityStatementDescription is a narrative statement ApplicabilityStatement Applicability Statement


that provides a human readable description of the rule
expressed in the applicability statement.

applicabilityStatementIdentifier IdentifierType applicabilityStatementIdentifier is a string of characters used ApplicabilityStatement Applicability Statement


to uniquely identify an ApplicabilityStatement and to
differentiate it from other ApplicabilityStatements.

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Data element Type Definition Class/Interface UoF


applicableSerialNumberRange SerialNumberRange applicableSerialNumberRange is a design characteristic that ApplicableBlockOfSerialized Product Design Configuration /
identifies an interval of serialized items which may be an EndItems Applicability Statement
open-ended. BlockOfSerializedItems

authorityToOperateIdentifier IdentifierType authorityToOperateIdentifier is a string of characters that are AuthorityToOperate Product Design Configuration
unique to the issuing organization which is used to designate
an AuthorityToOperate and to differentiate it from other
AuthorityToOperate.

breakdownElementEssentiality ClassificationType breakdownElementEssentiality is a design classification that BreakdownElement Breakdown Structure


identifies the operational impact of the breakdown element
at the product level.
Note: Based on the criticality as defined during the FMECA.

breakdownElementIdentifier IdentifierType breakdownElementIdentifier is a string of characters used to BreakdownElement Breakdown Structure


uniquely identify a BreakdownElement and to differentiate it
from other BreakdownElements that comprise a product.
Examples:
- the combination of logistics support analysis control
number and alternate logistics support analysis control
number within GEIA-STD-0007
- Standard Numbering System defined by S1000D
Note: Can be used to establish a hierarchical structure of the
technical system.

breakdownElementName DescriptorType breakdownElementName is a word or phrase by which the BreakdownElement Breakdown Structure
breakdown element is known and can be easily referenced.
Note: It is recommended that breakdownElementName be
the same as technical name (techname) in S1000D.

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Data element Type Definition Class/Interface UoF


breakdownElementRelationshipType ClassificationType breakdownElementRelationshipType is a classification that BreakdownElement Breakdown Structure
identifies the type of relationship established between two Relationship
BreakdownElementRevisions.
Examples:
- alternateBreakdownElement
- functionalAndPhysicalBreakdownElementRelationship
- accessPoint
- relatedContract
Note: The related breakdown elements do not need to be
used in the same breakdown, ie it can be used to establish
the relationship between a breakdown element in a
functional breakdown and a breakdown element in a
physical breakdown.

breakdownElementRevisionCreationDate DateType breakdownElementRevisionCreationDate defines the date BreakdownElementRevision Breakdown Structure


when the breakdown element revision was created.

breakdownElementRevisionIdentifier IdentifierType breakdownElementRevisionIdentifier is a string of characters BreakdownElementRevision Breakdown Structure


used to uniquely identify a BreakdownElementRevision and
to differentiate it from other BreakdownElementRevisions.

breakdownElementRevisionStatus ClassificationType breakdownElementRevisionStatus is a classification that BreakdownElementRevision Breakdown Structure


identifies the maturity of a BreakdownElementRevision.

breakdownElementStructure ClassificationType breakdownElementStructureRelationshipType is a BreakdownElementStructure Breakdown Structure


RelationshipType classification that identifies the type of restriction or Relationship
association between two BreakdownElementRevisions.

breakdownRevisionCreationDate DateType breakdownRevisionCreationDate defines the date when the BreakdownRevision Breakdown Structure
breakdown revision was created.

breakdownRevisionIdentifier IdentifierType breakdownRevisionIdentifier is a string of characters used to BreakdownRevision Breakdown Structure


uniquely identify a BreakdownRevision and to differentiate it
from other BreakdownRevisions.

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Data element Type Definition Class/Interface UoF


breakdownRevisionStatus ClassificationType breakdownRevisionStatus is a classification that identifies BreakdownRevision Breakdown Structure
the maturity of a BreakdownRevision.

breakdownType ClassificationType breakdownType is a classification that identifies the type of Breakdown Breakdown Structure
breakdown for the product.
Examples:
- physicalBreakdown
- functionalBreakdown
- systemBreakdown
- ASDSystemHardwareBreakdown
- zonalBreakdown
- familyTreeBreakdown
- aggregatedBreakdown

candidateItemAnalysisActivityDate DateType candidateItemAnalysisActivityDate defines the date for the CandidateItemAnalysisActivity LSA Candidate Analysis
latest update of the candidate item analysis activity Activity
information.

candidateItemAnalysisActivityIndicator ClassificationType candidateItemAnalysisActivityIndicator is a classification that CandidateItemAnalysisActivity LSA Candidate Analysis


identifies whether the candidate item analysis activity is Activity
selected for a specific LSA candidate.
Examples:
- selected
- rejected
- open (not yet decided)

candidateItemAnalysisActivityRationale DescriptorType candidateItemAnalysisActivityRationale is a phrase that CandidateItemAnalysisActivity LSA Candidate Analysis


gives more information on the reason for the selection/non Activity
selection of the candidate item analysis activity.

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Data element Type Definition Class/Interface UoF


candidateItemAnalysisActivityStatus ClassificationType candidateItemAnalysisActivityStatus a classification that CandidateItemAnalysisActivity LSA Candidate Analysis
identifies the progression of the candidate item analysis Activity
activity.
Examples:
- notStarted
- ongoing
- completed

changeRequestDescription DescriptorType changeRequestDescription is a phrase that gives more ChangeRequest LSA Candidate Task
information on a desired product design change. Requirement

changeRequestIdentifier IdentifierType changeRequestIdentifier is a string of characters used to ChangeRequest LSA Candidate Task
uniquely identify a ChangeRequest and to differentiate it Requirement
from other ChangeRequests.

circuitBreakerIdentifier IdentifierType circuitBreakerIdentifier is a string of characters used to CircuitBreaker Task


uniquely identify a CircuitBreaker and to differentiate it from
other CircuitBreakers.

circuitBreakerName DescriptorType circuitBreakerName is a word or phrase by which the circuit CircuitBreaker Task
breaker is known and can be easily referenced.

circuitBreakerType ClassificationType circuitBreakerType is a classification that defines type of CircuitBreaker Task


circuit breaker.
Examples:
- electronicCircuitBreaker (‘eltro’ in S1000D)
- electroMechanicCircuitBreaker (‘elmec’ in S1000D)
- dummyCircuitBreaker ('clip’ in S1000D)

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Data element Type Definition Class/Interface UoF


circuitBreakerState ClassificationType circuitBreakerState is a classification which defines the state SubtaskCircuitBreakerSetting Task
that the circuit breaker must be in after the accomplishment
of the subtask.
Examples:
- open
- close
- verifyOpen
- verifyClose

conditionInstanceDescription DescriptorType conditionInstanceDescription is a narrative statement of the ConditionInstance Applicability Statement


meaning of the condition instance.
conditionInstanceIdentifier IdentifierType conditionInstanceIdentifier is a string of characters used to ConditionInstance Applicability Statement
uniquely identify a ConditionInstance and to differentiate it
from other ConditionInstances.

conditionInstanceName DescriptorType conditionInstanceName is a word or phrase by which the ConditionInstance Applicability Statement
condition instance is known and can be easily referenced.

conditionTypeClassValue ClassificationType conditionTypeClassValue is a classification that is valid for a ConditionTypeClassValue Applicability Statement
specific ConditionType.
Examples:
- pre/post (serviceBulletinConditionType)
- ashore/afloat (ashoreOrAfloatConditionType)
- arctic/desert (operationalEnvironmentConditionType)
- docked/indoor/outdoor
(maintenanceEnvironmentConditionType)

conditionTypeDescription DescriptorType conditionTypeDescription is a narrative statement of the ConditionType Applicability Statement


meaning of the condition type.

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Data element Type Definition Class/Interface UoF


conditionTypeName ClassificationType conditionTypeName is a word by which the condition type is ConditionType Applicability Statement
known and can be easily referenced.
Examples:
- serviceBulletinConditionType
- ashoreOrAfloatConditionType
- operationalEnvironmentConditionType
- maintenanceEnvironmentConditionType

conditionTypePropertyValue PropertyType conditionTypePropertyValue is a property that is valid for a ConditionTypePropertyValue Applicability Statement
specific ConditionType.

containedSubstanceJustification DescriptorType containedSubstanceJustificationDescription is a phrase that ContainedSubstance Part Definition


Description gives more information on the most important property for
the function of the hardware part as designed, that the
included substance has.

contractedBlockOfSerializedItems SerialNumberRange contractedBlockOfSerializedItems identifies an interval of ContractedProductVariant Project


serialized items as known by the customer.

contractIdentifier IdentifierType contractIdentifier is a string of characters used to uniquely Contract Project


identify a Contract and to differentiate it from other
Contracts.

contractRelationshipType ClassificationType contractRelationshipType is a classification that defines the ContractRelationship Project


type of relationship that is established between two
contracts.
Examples:
- subcontract
- relatedContract

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Data element Type Definition Class/Interface UoF


correctionFactor double correctionFactor is a value by which the original key CorrectionFactor LSA Candidate
performance indicator value must be corrected to meet a
specific design or usage of the system related to specific
conditions, eg. environment which causes additional stress
to the system (sand, extreme temperatures, salty
environment).

correctionFactorDate DateType correctionFactorDate defines the date when the correction CorrectionFactor LSA Candidate
factor was identified.

correctionFactorJustification DescriptorType correctionFactorJustification is a phrase that gives more CorrectionFactor LSA Candidate
information on the reason for the introduction of the
correction factor.

damageDescription DescriptorType damageDescription is a phrase that gives more information Damage Special Event and Damage
on the expected damage.

damageFamily ClassificationType damageFamily is a classification that defines type of Damage Special Event and Damage
damage.

dataModuleCode IdentifierType dataModuleCode is a string of characters used to uniquely S1000DDataModule Document


identify an S1000DDataModule and to differentiate it from
other S1000DDataModules.
Note: A dataModuleCode must be created in accordance
with the rules defined in S1000D.

dataModuleInfoname DescriptorType dataModuleInfoname is a word or phrase by which the data S1000DDataModule Document
module is known and can be easily referenced.
Note: Equals S1000D element “Infoname”.

dataModuleIssueNumber IdentifierType dataModuleIssueNumber is a string of characters used to S1000DDataModuleIssue Document


uniquely identify a data module issue (revision) and to
differentiate it from other data module issues.

detectionMeanAlarmDescription DescriptorType detectionMeanAlarmDescription is a phrase that gives more DetectionMeanAlarm LSA FMEA
information on the alarm as such.

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Data element Type Definition Class/Interface UoF


detectionMeanDescription DescriptorType detectionMeanDescription is a phrase that gives more DetectionMeanCapability LSA FMEA
information on the mean that warns the user or maintainer
that a failure has occurred.

detectionMeanFalseAlarmPresentation DescriptorType detectionMeanFalseAlarmPresentation is a phrase that DetectionMeanAlarm LSA FMEA


gives more information on how the alarm is presented to the
user/maintainer.

detectionMeanFalseAlarmRate PropertyType detectionMeanFalseAlarmRate identifies the percentage DetectionMeanAlarm LSA FMEA


(expressed as a decimal value) of all alarms that indicate a
malfunction that cannot be verified by maintenance
personnel performing follow-on tests.

detectionMeanType ClassificationType detectionMeanType is a classification that defines the type DetectionMeanCapability LSA FMEA
of test that generates the symptom.
Examples:
- powerOnBuiltInTest (P-BIT), executed at start-up of the
item
- continuousBuiltInTest (C-BIT), executed periodically and
automatically during the operation of the item, without any
intervention from the operating crew
- initiatedBuiltInTest (I-BIT), executed upon order from the
operator or from the maintenance team
- groundSupportEquipment

directMaintenanceCost PropertyType directMaintenanceCost include shop maintenance man- DirectMaintenanceCost LSA Candidate
hours, shop test man-hours, repair cost (incl. required
material). Statistical values like MTBF (Mean Time Between
Failure) and MTBUR (Mean Time Between Unscheduled
Removal) are taken into consideration.

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Data element Type Definition Class/Interface UoF


documentAssignmentRole ClassificationType documentAssignmentRole is a classification that identifies DocumentAssignment Document
the role of a document being assigned to something.
Examples:
- documentReference
- drawingReference
- designDocumentReference
- directive
- source
- verification

documentIdentifier IdentifierType documentIdentifier is a string of characters used to uniquely ExternalDocument Document


identify an ExternalDocument and to differentiate it from
other ExternalDocuments.

documentIssueDate DateType documentIssueDate defines the date when a specific issue ExternalDocumentIssue Document
(revision) of a document was issued.

documentIssueIdentifier IdentifierType documentIssueIdentifier is a string of characters used to ExternalDocumentIssue Document


uniquely identify an ExternalDocumentIssue and to
differentiate it from other ExternalDocumentIssues.

documentLocation DescriptorType documentLocation is a phrase that gives more information ExternalDocument Document
on where to find a specific document (issue).
Note: May be a string that contains a hyperlink to the
document (or specific issue of the document).

documentPortion DescriptorType documentPortion is a phrase that gives a reference to the DocumentAssignment Document
portion of a document which is of interest in a specific
usage.

documentTitle DescriptorType documentTitle is a word or phrase by which the document is ExternalDocument Document
known and can be easily referenced.

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Data element Type Definition Class/Interface UoF


documentType ClassificationType documentType is a classification that identifies categories of ExternalDocument Document
documents to which individual documents can belong.
Examples:
- technicalReport
- standard
- drawing

downTime PropertyType downTime is the acceptable (maximum) down time (MDT), DownTime LSA Candidate
where down time is the duration where an item is non-
operational.

eventThresholdNumberOfEvent int eventThresholdNumberOfEventOccurrences is the number EventThresholdDefinition Task Usage (Part 1)


Occurrences of event occurrences required to initiate the related threshold
or trigger.

failureModeDescription DescriptorType failureModeDescription is a phrase that gives more FailureMode LSA FMEA
information on the manner in which a failure occurs.

failureModeDetectionAbilityDescription DescriptorType failureModeDetectionAbilityDescription is a phrase that gives FailureMode LSA FMEA


more information on the ability to detect an identified failure
mode. The description can include eg, a summary of the
available detection means.

failureModeDetectionAbilityRating DatedClassification failureModeDetectionAbilityRating is a support classification FailureMode LSA FMEA


defining the ability to detect an identified failure mode.
Examples:
- highLikelihood
- moderatelyHighLikelihood
- mediumLikelihood
- moderatelyLowLikelihood
- lowLikelihood
Note: Qualitative judgment made by the analyst.

failureModeDetectionRate PropertyType failureModeDetectionRate defines the percentage of failure FailureModeDetection LSA FMEA
modes detected by the defined detection mean.

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Data element Type Definition Class/Interface UoF


failureModeEffect DescriptorType failureModeEffect is a phrase that gives more information on FailureModeEffect LSA FMEA
the consequences that a failure mode can have on the
local/next higher/end item operation, function, or status.
Note: Local effect - The consequences of each postulated
failure/damage mode affecting the LSA candidate must be
described along with any second order effects that result.
Potential conditions where the failure/damage of one item
results in a change of the conditional failure probability or
effect of a second item must be identified. It is possible for
the ”local effect” to be the failure/damage mode itself.
Next higher effect - The consequences of each
failure/damage mode affecting the next higher indenture
level must be described.
End effect - The effect of each failure/damage mode upon
the essential functions(s) affecting system/equipment
operating capability and mission completion capability must
be determined. The end effect described may be the result
of a double failure. For example, failure of a safety device
may result in a catastrophic end effect only in the event that
both the prime function goes beyond the limit for which the
safety device is set, and the safety device fails.

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Data element Type Definition Class/Interface UoF


failureModeEffectLevel ClassificationType failureModeEffectLevel is classification that identifies the HigherFailureModeEffect LSA FMEA
higher indenture level that will be affected by the failure
mode under consideration.
Examples:
- nextHigherEffect:
These effects concentrate on the impact a failure/damage
mode has on the operation and function of the items in
the next higher indenture level above the LSA candidate
under consideration.
- endEffect:
End effects evaluate and define the total effect a
failure/damage mode has on the operation, function, or
status of the uppermost system.

failureModeFailureRate PropertyType failureModeFailureRate is the total number of failures within FailureMode LSA FMEA
a population of the item under analysis divided by the total
functional life of the population during the measurement
interval.
Note: The definition holds for time, rounds, miles, cycles or
other measures of life units.

failureModeIdentifier IdentifierType failureModeIdentifier is a string of characters used to FailureMode LSA FMEA


uniquely identify a FailureMode and to differentiate it from
other FailureModes.

failureModeIsolationRate PropertyType failureModeIsolationRate defines the percentage of detected FailureMode LSA FMEA
failures that are associated without ambiguity to the failure of
an identified item or component.

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Data element Type Definition Class/Interface UoF


failureModeLocalizationAbilityDescription DescriptorType failureModeLocalizationAbilityDescription is a phrase that FailureMode LSA FMEA
gives more information on the ability to localize an identified
failure mode. The description can include a summary of
localization means available or required.
Note: failureModeLocalizationAbilityDescription is generally
complementary to failureModeDetectionAbilityRating.

failureModeLocalizationAbilityRating DatedClassification failureModeLocalizationAbilityRating is a support FailureMode LSA FMEA


classification defining the ability to localize an identified
failure mode.
Examples:
- highLikelihood
- moderatelyHighLikelihood
- mediumLikelihood
- moderatelyLowLikelihood
- lowLikelihood
Note: Qualitative judgment made by the analyst.

failureRate PropertyType failureRate is the total number of failures within a population FailureRate LSA Candidate
of an LSA candidate item divided by the total functional life
of the population during the measurement interval.
Note: The definition holds for time, rounds, miles, cycles or
other measures of life units.
Note: Ref GEIA-0007, failure_rate_type

failuresPerOperatingHour PropertyType failuresPerOperatingHour is the failure rate expressed in FailuresPerOperatingHour LSA Candidate
failures per operating hour.

fixedResourceMarker boolean fixedResourceMarker is a classification that identifies that no TaskResource Task Resources
other resource than the specified is allowed to be used in the
task/subtask.

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Data element Type Definition Class/Interface UoF


functionalFailureDescription DescriptorType functionalFailureDescription is a phrase that gives more FunctionalFailure LSA Candidate Task
information on a possible functional failure identified during Requirement
preventive maintenance analysis (PMA).

functionalFailureEffectCriticality ClassificationType functionalFailureEffectCriticality is a classification that FunctionalFailure LSA Candidate Task


identifies the most serious impact that the functional failure Requirement
will have on the end item.

hardwareElementRepairability ClassificationType hardwareElementRepairability is a design classification that HardwareElementRevision Breakdown Element


indicates whether a part is repairable from a technical Realization
standpoint, independent of customer maintenance concepts.
Examples:
- Repairable
- partiallyRepairable
- expendable
- notApplicable

hardwareElementRepairabilityStrategy ClassificationType hardwareElementRepairabilityStrategy is a support HardwareElementRevision Breakdown Element


classification that defines the repairability strategy chosen Realization
for a specific customer and maintenance concept.
Note: Repairability strategy can include information on which
maintenance level the repair is to be performed.

hardwareElementFunctionalReplaceability ClassificationType hardwareElementFunctionalReplaceability is a design HardwareElementRevision Breakdown Element


classification that indicates whether a part is replaceable at Realization
its functional location defined from a technical standpoint,
independent of customer maintenance concepts.
Examples:
- Replaceable
- notReplaceable
- notApplicable

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Data element Type Definition Class/Interface UoF


hardwareElementFunctionalReplaceability ClassificationType hardwareElementFunctionalReplaceabilityStrategy is a HardwareElementRevision Breakdown Element
Strategy support classification that defines the replaceability strategy Realization
chosen for a specific customer and maintenance concept.
Replaceability strategy can include information about the
maintenance level, at which the replacement task is to be
performed.
Examples:
- lineReplaceable
- shopReplaceable

hardwareElementStructuralIndicator ClassificationType hardwareElementStructuralIndicator is a design HardwareElementRevision Breakdown Element


classification that defines how important the breakdown Realization
element is to structural integrity.
Examples:
- structuralSignificantItem (SSI)
- structuralItem (SI)
- structuralDetail (SD)
- notApplicable (N/A)
Note 1: A Structure Significant Item (SSI) is an item which
was identified by any selection process coming from a
Scheduled Maintenance Analysis Procedure like MSG-3 or
S4000P. For this item, a Scheduled Maintenance Analysis
(SMA) will be performed.
Note 2: A Structural Item (SI) is part of the systems
bodywork.
Note 3: A Structural Detail (SD), also named Significant
Detail in the S4000P, is a limited area of an SSI or a local
spot being also part of the whole SSI. In contrast to an SSI,
the SD is not identified by an own identifier (eg an own part
number). Therefore these SD's must be defined and
documented on a respective SSI drawing. For identification
within any breakdown structure, an additional artificial
breakdown element identifier can be addressed.

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Data element Type Definition Class/Interface UoF


hardwareElementType ClassificationType hardwareElementType is a design classification that HardwareElement Breakdown Element
identifies further specialization of a hardware element. Realization
Examples:
- equipment
- accessPoint
- door
- panel
- electricalPanel

hardwarePartConsumptionRate PropertyType hardwarePartConsumptionRate is a support characteristic HardwarePartAsDesigned Part Definition


which defines the number of times that the hardware part is SupportData
replaced in 100 repairs of the next higher assembly.

hardwarePartElectromagneticIncompatible boolean hardwarePartElectromagneticIncompatible is a design HardwarePartAsDesigned Part Definition


classification which identifies the ability of an electrical DesignData
equipment to function satisfactorily in its electromagnetic
environment without inadmissibly influencing this
environment to which also other equipment belongs.

hardwarePartElectromagneticSensitive boolean hardwarePartElectromagneticSensitive is a design HardwarePartAsDesigned Part Definition


classification which identifies electronic components subject DesignData
to catastrophic failure, major characteristic change or
performance degradation from influences of electromagnetic
fields.

hardwarePartElectrostaticSensitive boolean hardwarePartElectrostaticSensitive is a design classification HardwarePartAsDesigned Part Definition


which identifies electronic components subject to DesignData
catastrophic failure, major characteristic change or
performance degradation from influences of electrostatic
fields and/or electrical charges.

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Data element Type Definition Class/Interface UoF


hardwarePartEnvironmentalAspect ClassificationType hardwarePartEnvironmentalAspectInUseClass is a support HardwarePartAsDesigned Part Definition
InUseClass classification which identifies environment aspects that must SupportData
to be considered during use of the hardware part.
Examples:
- harmfulToEnvironment
- acidification
- dangerousForOzoneLayer
- greenhouseEffect
- materialWaste
- energyRegainingByBurning
- materialRecycling

hardwarePartEnvironmentalAspect ClassificationType hardwarePartEnvironmentalAspectPlannedDisposalClass is HardwarePartAsDesigned Part Definition


PlannedDisposalClass a support classification which identifies environment aspects SupportData
that must to be considered during planned disposal of the
hardware part.
Examples:
- harmfulToEnvironment
- acidification
- dangerousForOzoneLayer
- greenhouseEffect
- materialWaste
- energyRegainingByBurning
- materialRecycling

hardwarePartFitmentRequirement ClassificationType hardwarePartFitmentRequirement is a design classification HardwarePartAsDesigned Part Definition


which identifies that an item cannot be fitted in its ‘as DesignData
supplied’ state but must undergo some operation before, or
during, installation.
Examples:
- needs drilling, reaming or trimming during fitting, normally
carried out at Organizational or Intermediate Level
- needs major repair facilities for fitment, normally carried
out at Depot Level or Industrial Maintenance Organization

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Data element Type Definition Class/Interface UoF


hardwarePartHazardousClass ClassificationType hardwarePartHazardousClass is a design classification HardwarePartAsDesigned Part Definition
which identifies a design part as capable of posing a DesignData
significant risk to health, safety or property during
transportation, handing or storage.
Note: The Substance Identification Numbers listed in
Chapter 2 of the United Nations Recommendations on the
Transport of Dangerous Goods ST/SG/AC.10/1/Rev5, must
be used to enable integration with other ASD specifications.

hardwarePartLogisticsCategory ClassificationType hardwarePartLogisticsCategory is a support classification HardwarePartAsDesigned Part Definition


that defines the role of a hardware part as designed in the SupportData
context of product support.
Examples:
- expendable
- repairable
- consumable
- disposable
- material
- spare
- supply
- supportEquipment

hardwarePartMagneticSensitive boolean hardwarePartMagneticSensitive is a design classification HardwarePartAsDesigned Part Definition


which identifies electronic components subject to DesignData
catastrophic failure, major characteristic change or
performance degradation from influences of magnetic fields.

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Data element Type Definition Class/Interface UoF


hardwarePartMaintenanceStart ClassificationType hardwarePartMaintenanceStart is a support classification HardwarePartAsDesigned Part Definition
which defines when maintenance scheduling must be SupportData
initiated for a realized part.
Examples:
- maintenanceStartAtProduction
- maintenanceStartAtDelivery
- maintenanceStartAtInstallationInAssembly
- maintenanceStartAtInstallationInEndItem

hardwarePartOperationalAuthorizedLife AuthorizedLife hardwarePartOperationalAuthorizedLife is a design HardwarePartAsDesigned Part Definition


characteristic which identifies the maximum usage limit for DesignData
which an item may be operated, and upon reaching this limit,
any further usage of the item must be re-authorized.

hardwarePartRadiationSensitive boolean hardwarePartRadiationSensitive is a design classification HardwarePartAsDesigned Part Definition


which identifies electronic components subject to DesignData
catastrophic failure, major characteristic change or
performance degradation from influences of radioactive
radiation.

hardwarePartRepairability ClassificationType hardwarePartRepairability is a support classification which HardwarePartAsDesigned Part Definition


defines whether the HardwarePartAsDesigned is repairable SupportData
from a technical perspective (eg, a vendor/supplier
standpoint) independent of customer maintenance concepts.
Examples:
- repairable
- partiallyRepairable
- discardable
- notApplicable

hardwarePartRepairabilityStrategy ClassificationType hardwarePartRepairabilityStrategy is a support classification HardwarePartAsDesigned Part Definition


which defines the repairability strategy chosen for a specific SupportData
customer and maintenance concept. Repairability strategy
can include information on which maintenance level the
repair is to be performed.

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Data element Type Definition Class/Interface UoF


hardwarePartScrapRate PropertyType hardwarePartScrapRate is a support characteristic of a HardwarePartAsDesigned Part Definition
hardware part which defines the percentage of repairable SupportData
units which, when removed from service, will be found to be
beyond economic repair and therefore have to be scrapped.

hardwarePartWasteProductsInUse DescriptorType hardwarePartWasteProductsInUseDisposalDescription is a HardwarePartAsDesigned Part Definition


DisposalDescription phrase that gives more information on how waste products SupportData
for an individual part need to be managed when the part is
disposed of according to the procedure during use or after
being used.

hardwarePartWasteProductsPlanned DescriptorType hardwarePartWasteProductsPlannedDisposalDescription is HardwarePartAsDesigned Part Definition


DisposalDescription a phrase that gives more information on how waste products SupportData
need to be managed when the entire population of a part is
disposed of according to the procedure for planned disposal.

informationCode ClassificationType informationCode is a classification which identifies type of TaskRevision Task


task according to S1000D. SubtaskByDefinition Task
Note: S1000D information codes must be used to enable
integration with other ASD specifications.

keyPerformanceIndicatorMethod DescriptorType keyPerformanceIndicatorMethod is a phrase that gives more KeyPerformanceIndicator LSA Candidate
information on the method by which the key performance
indicator value has been derived.

keyPerformanceIndicatorPercentile PropertyType keyPerformanceIndicatorPercentile is the percentage of all KeyPerformanceIndicator LSA Candidate


occurrences related to a specified key performance indicator
that must be within the limit of the value defined for the key
performance indicator.
Note: A customer requirement is that 98% of all replacement
tasks must be performed below a specified value of two
hours (= maximum replacement time).

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Data element Type Definition Class/Interface UoF


keyPerformanceIndicatorStatus ClassificationType keyPerformanceIndicatorStatus is a classification defining KeyPerformanceIndicator LSA Candidate
the status of acceptance of the recorded value for the key
performance indicator.
Examples:
- preliminary
- accepted
- released

lifeCycleCost PropertyType lifeCycleCost is the sum of all recurring and non-recurring LifeCycleCost LSA Candidate
(one-time) costs over the full life cycle of the LSA candidate.
Note: Includes purchase price, installation cost, operating
costs, maintenance and upgrade costs, and remaining
(residual or salvage) value at the end of ownership or its
useful life.

LSACandidateIndicator ClassificationType LSACandidateIndicator is a support classification which LSACandidate LSA Candidate


defines the depth of analysis that will be performed on the
candidate item.
Examples:
- fullCandidate, provide full scale of selected LSA
information applicable to the related item
- partialCandidate, provide a partial scale of selected LSA
information applicable to the related item, eg only remove
and install information because of the need to gain
access to other items, but no repair information required,
because the item is a discard able item
- nonCandidate, no LSA required
- open, not yet decided

LSACandidateMaintenanceConcept DescriptorType LSACandidateMaintenanceConcept is a statement of LSACandidate LSA Candidate


maintenance considerations, constraints and strategy for the
operational support that governs the maintenance levels and
type of maintenance activities to be carried out for the LSA
candidate under analysis.

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Data element Type Definition Class/Interface UoF


LSACandidateMaintenanceSolution DescriptorType LSACandidateMaintenanceSolution is a statement of LSACandidate LSA Candidate
maintenance activities and maintenance levels that has
been decided for the LSA candidate under analysis.

LSACandidateRationale DescriptorType LSACandidateRationale is a phrase that gives more LSACandidate LSA Candidate
information on the reason for ’full’, ’partial’ or ’non’ LSA
Candidate indicator selection.

LSAFailureModeDistributionRating ClassificationType LSAFailureModeDistributionRating is a support classification LSAFailureModeWith LSA FMEA


that identifies the rating for the occurrence of an individual DistributionRating
LSA failure mode in comparison to the entire population of
LSA failure modes identified for the item under analysis.
Examples:
- moderatelyHighLikelihood
- mediumLikelihood
- moderatelyLowLikelihood
- lowLikelihood
- veryLowLikelihood

LSAFailureModeDistributionRatio PropertyType LSAFailureModeDistributionRatio identifies the fraction of an LSAFailureModeWith LSA FMEA


individual LSA failure mode in relation to the entire DistributionRatio
population of LSA failure modes identified for the item under
analysis.

maintenanceFreeOperatingPeriod PropertyType maintenanceFreeOperatingPeriod is the acceptable MaintenanceFreeOperating LSA Candidate


(minimum) maintenance free operating period, where Period
maintenance free operating period is the interval in which no
maintenance actions occur.

maintenanceLevelCapabilityDescription DescriptorType maintenanceLevelCapabilityDescription is a phrase that MaintenanceLevel Product Usage Context


gives more information on eg. defined capabilities in terms of
personnel, availability of special facilities, time limits and
environmental conditions to be assumed. These capabilities
are the basis in determining the functions to be
accomplished at the respective maintenance level.

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Data element Type Definition Class/Interface UoF


maintenanceLevelIdentifier IdentifierType maintenanceLevelIdentifier is a string of characters used to MaintenanceLevel Product Usage Context
uniquely identify a MaintenanceLevel and to differentiate it
from other MaintenanceLevels.

maintenanceLevelName DescriptorType maintenanceLevelName is a word or phrase by which the MaintenanceLevel Product Usage Context
maintenance level is known and can be easily referenced.

maintenanceLocationDescription DescriptorType maintenanceLocationDescription is a phrase that gives more MaintenanceLocation Product Usage Context
information on eg. actual capabilities in terms of personnel,
availability of special facilities, time limits and environmental
conditions.

maintenanceLocationIdentifier IdentifierType maintenanceLocationIdentifier is a string of characters used MaintenanceLocation Product Usage Context
to uniquely identify a MaintenanceLocation and to
differentiate it from other MaintenanceLocations.

maintenanceLocationName DescriptorType maintenanceLocationName is a word or phrase by which the MaintenanceLocation Product Usage Context
maintenance location is known and can be easily
referenced.

maintenanceManHoursPerOperatingHour PropertyType maintenanceManHoursPerOperatingHour is the (maximum) MaintenanceManHours LSA Candidate


acceptable maintenance man hours per operating hour, PerOperatingHour
where maintenance man hours per operating hour is the
ratio of maintenance man hours expended to the operating
interval (as defined by the measurement base) of the
system/equipment.

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Data element Type Definition Class/Interface UoF


maintenanceSignificantOrRelevantIndicator ClassificationType maintenanceSignificantOrRelevantIndicator is a support BreakdownElementRevision Breakdown Structure
classification of a BreakdownElement as a candidate for
maintenance as a result of scheduled maintenance analyses
or failure modes and effects analyses.
Note: A maintenance significant item is an item which was
identified by any selection process coming from a scheduled
maintenance analysis like MSG-3 or S4000P. For this type
of item a scheduled maintenance task will be documented. A
maintenance relevant item is an item which can be repaired
or replaced as a result of failure or damage.

meanTimeBetweenFailure PropertyType meanTimeBetweenFailure is the (minimum) mean time MeanTimeBetweenFailure LSA Candidate
between failure (MTBF), where the MTBF is the total
operational life of a population of an LSA candidate divided
by the total number of failures within the population during a
particular measurement interval.
Note: The definition holds for time, rounds, miles, events, or
other measure of life units.

meanTimeBetweenUnscheduledRemoval PropertyType meanTimeBetweenUnscheduledRemoval is the minimum MeanTimeBetween LSA Candidate


mean time between unscheduled removal, where mean time UnscheduledRemoval
between unscheduled removal is the total number of
operational units (eg, miles, rounds, hours) divided by the
total number of items removed from that system during a
stated period of time.
Note: This term is defined to exclude removals either being
scheduled or performed to facilitate other maintenance and
removals for product improvement.

meanTimeToRepair PropertyType meanTimeToRepair is the (maximum) mean time to repair MeanTimeToRepair LSA Candidate
(MTTR), where MTTR is the total elapsed time for corrective
maintenance divided by the total number of corrective
maintenance actions during a given period of time.

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Data element Type Definition Class/Interface UoF


nonConformanceDescription DescriptorType nonConformanceDescription is a phrase that gives more NonConformanceData Product Design Configuration
information on how the related item does not comply with its
requirements.

nonConformanceRestriction DescriptorType nonConformanceRestriction is a phrase that gives more NonConformanceData Product Design Configuration
information on how the use of the related item restricts the
specified capabilities of the item in which it is contained.

nonConformanceType ClassificationType nonConformanceType is a classification that identifies in NonConformanceData Product Design Configuration
which way the related item does not comply with its
requirements.
Examples:
- concession (unintentional)
- waiver (intentional)

numberOfOperatingLocations PropertyType numberOfOperatingLocations is the number of locations OperatingLocationType Product Usage Context
which will receive and operate the contracted product
variant.

operatingLocationDescription DescriptorType operatingLocationDescription is a phrase that gives more OperatingLocation Product Usage Context
information on eg, actual operating and environmental
conditions.

operatingLocationIdentifier IdentifierType operatingLocationIdentifier is a string of characters used to OperatingLocation Product Usage Context
uniquely identify an OperatingLocation and to differentiate it
from other OperatingLocations.

operatingLocationName DescriptorType operatingLocationName is a word or phrase by which the OperatingLocation Product Usage Context
operating location is known and can be easily referenced.

operatingLocationTypeDescription DescriptorType operatingLocationTypeDescription is a phrase that gives OperatingLocationType Product Usage Context
more information on eg, operating and environmental
conditions to be assumed.

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Data element Type Definition Class/Interface UoF


operatingLocationTypeIdentifier IdentifierType operatingLocationTypeIdentifier is a string of characters OperatingLocationType Product Usage Context
used to uniquely identify an OperatingLocationType and to
differentiate it from other OperatingLocationTypes.

operatingLocationTypeName DescriptorType operatingLocationTypeName is a word or phrase by which OperatingLocationType Product Usage Context
the operating location type is known and can be easily
referenced.

operatingRequirementAtOperatingLocation PropertyType operatingRequirementAtOperatingLocation is the (annual) ContractedProductVariantAt Product Usage Context


operating requirement per operating location and contracted OperatingLocation
product.
Note: Annual operating requirements may be measurement
based, generally operating hours, but also other
measurement bases can be possible.

operatingRequirementAtOperating PropertyType operatingRequirementAtOperatingLocationType is the ContractedProductVariantAt Product Usage Context


LocationType (annual) operating requirement per operating location type OperatingLocationType
and contracted product.
Note: Annual operating requirements may be measurement
based, generally operating hours, but also other
measurement bases can be possible.

organizationAssignmentRole ClassificationType organizationAssignmentRole is a classification that identifies OrganizationAssignment Organization Assignment


the role of the organization being assigned to an object in
the LSA dataset.
Examples:
- authorizingOrganization
- designResponsibleOrganization
- publishedByOrganization

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Data element Type Definition Class/Interface UoF


organizationIdentifier IdentifierType organizationIdentifier is a string of characters used to Organization Project
uniquely identify an organization and to differentiate it from
other organizations.
Examples:
- CAGECode
- VATNumber

organizationName DescriptorType organizationName is a word or phrase by which the Organization Project


organization is known and can be easily referenced.

packagedTask boolean packagedTask identifies if the task is created in order to RectifyingTask Task
group a set of previously defined tasks.

partDemilitarizationClass DatedClassification partDemilitarizationClass is a controlled item classification PartAsDesignedControlled Part Definition


defining special measures to be taken when a part is being ItemData
disposed of, eg. render them useless for military purposes or
destroy any indications of military purposes or performance
characteristics.
Examples (S2000M):
- demilitarization not required
- trade security controls (TSC) required at disposal
- remove and/or demilitarize installed key point(s)
- demilitarize by mutilation
- demilitarization to be furnished by the MoD or national
demilitarization program office
- demilitarization instructions to be furnished by
item/technical manager
- demilitarization required prior to transfer of item to
national reutilization and disposition offices
- security classified Item

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Data element Type Definition Class/Interface UoF


partIdentifier IdentifierType partIdentifier is a string of characters that are unique to the PartAsDesigned Part Definition
issuing organization which is used to designate a
PartAsDesigned and to differentiate it from other designed
parts.
Note: Includes manufacturer’s part, drawing, model, type, or
source controlling numbers.

partMaturityClass DatedClassification partMaturityClass is a support classification defining the PartAsDesignedSupportData Part Definition
maturity of the part in order to determine the certainty by
which the parts characteristics can be valued.
Examples:
- newDeveloped
- majorModificationOfExistingItem
- moderateModificationOfExistingItem
- COTSItem
- customerItem

partName DescriptorType partName is a word or phrase by which the designed part is PartAsDesigned Part Definition
known and can be easily referenced.

partObsolescenceRiskAssessment DescriptorType partObsolescenceRiskAssessment is a support PartAsDesignedSupportData Part Definition


characteristic describing the risk associated with loss of the
part in the supply chain due to factors such as termination of
manufacturing, replacement with a different model, etc.

partsListEntryIdentifier IdentifierType partsListEntryIdentifier is a string of characters providing a PartAsDesignedPartsListEntry Part Definition


relative position within the parts list.

partsListRevisionIdentifier IdentifierType partsListRevisionIdentifier is a string of characters used to PartAsDesignedPartsList Part Definition


uniquely identify a revision of a PartAsDesignedPartsList
partsListType and to differentiate it from other
PartAsDesignedPartsList revisions of the same
partsListType.

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Data element Type Definition Class/Interface UoF


partsListType ClassificationType partsListType is a classification which identifies the context PartAsDesignedPartsList Part Definition
and intended use of the list of parts.

partSpecialHandlingRequirement DescriptorType partSpecialHandlingRequirement is a phrase that gives PartAsDesignedDesignData Part Definition


more information on requirements for special handling of the
part.

physicalReplaceability ClassificationType physicalReplaceability is a classification which identifies PartAsDesignedPartsListEntry Part Definition


whether a part is interchangeable in a specific assembly.
Examples:
- interchangeable (Interchangeable items must be capable
of being readily installed, removed, or replaced without
alteration misalignment or damage to items being
installed or to adjoining items or structure)
- replaceable (Replaceable items requires alterations of the
items in addition to the normal application and methods of
attachment. Such alterations may include drilling,
reaming, cutting, filing, trimming, bending, shaping, etc).
- notApplicable
Note: This classification is done from a technical standpoint
(ie, a vendor/supplier standpoint) and is independent of
customer maintenance concepts.

physicalReplaceabilityStrategy ClassificationType physicalReplaceabilityStrategy is a classification which PartAsDesignedPartsListEntry Part Definition


identifies the replaceability strategy chosen for a specific
customer and maintenance concept. Replaceability strategy
can include information about the maintenance level, at
which the replacement task is to be performed.
Examples:
- lineReplaceable
- shopReplaceable

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Data element Type Definition Class/Interface UoF


productIdentifier IdentifierType productIdentifier is a string of characters used to uniquely Product Project
identify a Product and to differentiate it from other Products.
Examples:
- endItemAcronymCode
- modelIdentificationCode

productName DescriptorType productName is a word or phrase by which the product is Product Project
known and can be easily referenced.

productServiceLife PropertyType productServiceLife defines the number of years that the LSA ProductServiceLife LSA Candidate
candidate is expected to be in service.
Note: Other measures than years can be used.

productUsagePhase ClassificationType productUsagePhase is a classification which identifies ProductUsagePhase Special Event and Damage
phases during the products in-service phase.
Examples:
- operation
- takeOff
- flight
- landing
- maintenance
- storage
- transportation

productVariantIdentifier IdentifierType productVariantIdentifier is a string of characters used to ProductVariant Project


uniquely identify a ProductVariant and to differentiate it from
other ProductVariants.
Examples:
- usableOnCode
- modelIdentificationCode

productVariantName DescriptorType productVariantName is a word or phrase by which the ProductVariant Project


product variant is known and can be easily referenced.

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Data element Type Definition Class/Interface UoF


projectIdentifier IdentifierType projectIdentifier is a string of characters used to uniquely Project Project
identify a Project and to differentiate it from other Projects.

projectName DescriptorType projectName is a word or phrase by which the project is Project Project
known and can be easily referenced.

publicationModuleCode IdentifierType publicationModuleCode is a string of characters used to S1000DPublicationModule Document


uniquely identify an S1000DPublicationModule and to
differentiate it from other S1000DPublicationModules.
Note: A publicationModuleCode must be created in
accordance with the rules defined in S1000D.

publicationModuleTitle DescriptorType publicationModuleTitle is a word or phrase by which the S1000DPublicationModule Document


publication module is known and can be easily referenced.

publicationModuleIssueNumber IdentifierType publicationModuleIssueNumber is a string of characters S1000DpublicationModule Document


used to uniquely identify a publication module issue Issue
(revision) and to differentiate it from other publication module
issues.

quantityOfChildElement PropertyType quantityOfChildElement is the amount that a child element is BreakdownElementStructure Breakdown Structure
used in its parent element within a parent/child relationship. PartAsDesignedPartsListEntry Part Definition
Note: If no value is given, it must be interpreted as value "1"
with a unit of "each". For as required amounts, the text
property is used with "As Required" or other text as
appropriate.

quantityOfContainedSubstance PropertyType quantityOfContainedSubstance is the amount of the ContainedSubstance Part Definition


substance included in a HardwarePartAsDesigned

quantityOfContractedProductVariant PropertyType quantityOfContractedProductVariant is the amount of a ContractedProductVariant Project


product variant included in a contract.

quantityOfProductVariantAtOperating PropertyType quantityOfProductVariantAtOperatingLocation is the number ContractedProductVariantAt Product Usage Context


Location of serialized items, of a specific product variant, that is to be OperatingLocation
operated at a specific operating location.

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Data element Type Definition Class/Interface UoF


quantityOfProductVariantAtOperating PropertyType quantityOfProductVariantAtOperatingLocationType is the ContractedProductVariantAt Product Usage Context
LocationType number of serialized items, of a specific product variant, that OperatingLocationType
is to be operated at a specific operating location type.

referenceDesignator IdentifierType referenceDesignator is a string of characters used to BreakdownElementStructure Breakdown Structure


uniquely identify the location of a child element within a PartAsDesignedPartsListEntry Part Definition
parent element.
Note: referenceDesignator serves as a cross reference
between parts contained in wiring diagrams, hydraulic
systems etc. and the Illustrated Parts Catalogue (IPC).
Letters, numbers or symbols are used to uniquely identify
and locate discrete units, portions thereof and basic parts of
a specific component.

remarkText DescriptorType remarkText is a phrase that provides the user with Remark Remark
information that is helpful but does not belong to the
immediate subject.

remarkType ClassificationType remarkType is a classification that defines the purpose of the Remark Remark
remark.
Examples:
- comment
- remark

replacementTime PropertyType replacementTime is the duration of the replacement of a (eg ReplacementTime LSA Candidate
faulty) component within any technical system by another
(eg new) component.

resourceSpecificationDescription DescriptorType resourceSpecificationDescription is a phrase that gives more ResourceSpecification Task Resources
information on the specified resource needed to perform one
or many tasks.

resourceSpecificationIdentifier IdentifierType resourceSpecificationIdentifier is a string of characters used ResourceSpecification Task Resources


to uniquely identify a ResourceSpecification and to
differentiate it from other ResourceSpecifications.

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Data element Type Definition Class/Interface UoF


resourceSpecificationName DescriptorType resourceSpecificationName is a word or phrase by which the ResourceSpecification Task Resources
resource specification is known and can be easily
referenced.

samplingMethodDescription DescriptorType samplingMethodDescription is a phrase that gives more SamplingDefinition Task Usage (Part 1)
information on the sampling method used.

samplingRatio double samplingRatio is the number of samples over the total SamplingDefinitionByRatio Task Usage (Part 1)
population expressed as a ratio, eg, 0,1 (equals 10%).
Note: The value must be represent as decimal, even though
it should have been a fraction.

samplingValue PropertyType samplingValue the number of samples over the total SamplingDefinitionByValue Task Usage (Part 1)
population expressed as a value, eg, 10 aircraft.

scheduledMaintenanceInterval PropertyType scheduledMaintenanceInterval is the (minimum) number of ScheduledMaintenanceInterval LSA Candidate


operational units (eg rounds, miles, hours) between
scheduled maintenance.

securityClass ClassificationType securityClass is a classification that defines the level of SecurityClass Security Classification
confidentiality.
Examples:
- unclassified
- restricted
- confidential
- secret
- topSecret
- companyConfidential

shopProcessingTime PropertyType shopProcessingTime is the duration from the start of the ShopProcessingTime LSA Candidate
repair activities in the repair shop until the closing of the
repair procedure without considering any shipping and delay
times.

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Data element Type Definition Class/Interface UoF


skillCode IdentifierType skillCode is a string of characters used to uniquely identify a Skill Task Resources
Skill and to differentiate it from other Skills.

skillLevelDescription DescriptorType skillLevelDescription is a phrase that gives more information SkillLevel Task Resources
on the identified skill level.

skillLevelName ClassificationType skillLevelName is a classification which identifies SkillLevel Task Resources


competency level.
Examples:
- advanced
- intermediate
- basic

softwareElementModificationFrequency PropertyType softwareElementModificationFrequency is a support SoftwareElementRevision Breakdown Element


characteristic defining the expected frequency that the Realization
SoftwarePart will be modified.

softwareElementSize PropertyType softwareElementSize is a design characteristic defining the SoftwareElementRevision Breakdown Element
expected size of the SoftwarePart for this particular Realization
SoftwareElementRevision.
Examples:
- kiloByte
- megaByte
- gigaByte
- teraByte

softwareElementType ClassificationType softwareElementType is a design classification that identifies SoftwareElement Breakdown Element
further specialization of a software element. Realization
Examples:
- loadable
- embedded
- distributed

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Data element Type Definition Class/Interface UoF


softwarePartSize PropertyType softwarePartSize is the actual size of a software part. SoftwarePartAsDesigned Part Definition
Examples: DesignData
- kiloByte
- megaByte
- gigaByte
- teraByte

softwareType ClassificationType softwareType is a design classification which identifies if the SoftwarePartAsDesigned Part Definition
software and/or data can be loaded/unloaded to/from the DesignData
related hardware part.
Examples:
- loadable
- embedded
- distributed

specialEventDescription DescriptorType specialEventDescription is a phrase that gives more SpecialEvent Special Event and Damage
information on the special event that can cause a related
damage mode.

specialEventGroup ClassificationType specialEventGroup is a classification used for the grouping SpecialEvent Special Event and Damage
of special events.
Examples:
- externalCause
- naturalPhenomenon
o meteorological
o animal
- humanImpact
o combat
o materialManeuver
- internalCause
- internalDysfunction
o extensiveHeat
o extensiveVibration

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Data element Type Definition Class/Interface UoF


specialEventOccurrenceRate PropertyType specialEventOccurrenceRate is a quantification of how often QuantifiedSpecialEvent Special Event and Damage
a specific special event will occur. Occurrence

specialEventOccurrenceRating ClassificationType specialEventOccurrenceRating is a classification that RatedSpecialEvent Special Event and Damage
qualifies how often a specific special event will occur. Occurrence
Examples:
- extremelyUnlikely
- remoteLikelihood
- occasional
- reasonablyProbable
- frequent

specialEventTitle ClassificationType specialEventTitle is a classification which identifies the title SpecialEvent Special Event and Damage
(name) by which a special event is known.

substanceCharacteristicsRecordingDate DateType substanceCharacteristicsRecordingDate defines the date of SubstanceDefinition Part Definition


the latest changes to the substance characteristics data.

substanceDescription DescriptorType substanceDescription is a phrase that gives more SubstanceDefinition Part Definition
information on the substance used in one or many hardware
parts.

substanceIdentifier IdentifierType substanceIdentifier is a string of characters, unique to the SubstanceDefinition Part Definition
issuing organization used to designate the substance and to
differentiate it from other similar substances.
Note: One source for substance identifiers can be Chemical
Abstract Substance Registry Numbers (often referred to as a
CAS Number). Refer to www.cas.org.

substanceName DescriptorType substanceName is a word or phrase by which a substance is SubstanceDefinition Part Definition
known and can be easily referenced.

substanceRiskDescription DescriptorType substanceRiskDescription is a phrase that describes risks SubstanceDefinition Part Definition
associated with the substance.

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Data element Type Definition Class/Interface UoF


substanceRiskFactor ClassificationType substanceRiskFactor is a classification which identifies SubstanceDefinition Part Definition
possible risks associated with substance usage.

substanceUsageCategory ClassificationType substanceUsageCategory is a classification which identifies SubstanceDefinition Part Definition


possible limitations in substance usage.
Examples:
- forbidden
- authorizedWithLimitation
- authorizedWithNoLimitation

subtaskAcceptanceParameterDescription DescriptorType subtaskAcceptanceParameterDescription is a phrase that SubtaskAcceptanceParameter Task


describes the criteria that determines whether a subtask is
completed.

subtaskAcceptanceParameterValue PropertyType subtaskAcceptanceParameterValue is the value (criteria) SubtaskAcceptanceParameter Task


that must be fulfilled before the subtask can be ended.

subtaskDescription DescriptorType subtaskDescription is a phrase that gives more information SubtaskByDefinition Task
on the subtask procedure.

subtaskDuration PropertyType subtaskDuration is the average time expended, regardless SubtaskByDefinition Task
of the number of personnel working simultaneously, required
for the performance of the subtask.
Note: subtaskDuration does not include time spent awaiting
spares, support equipment, facilities or personnel (logistics
delay time).

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Data element Type Definition Class/Interface UoF


subtaskEndItemObjectiveState ClassificationType subtaskEndItemObjectiveState is a classification which SubtaskByDefinition Task
defines the state that will exist after the accomplishment of
the subtask.
Examples:
- taskChecked
- jacked/unjacked
- safetyDeviceEstablished
- electricalPowerEstablished
- electricalPowerFromEngineEstablished
- electricalPowerFromAPUEstablished
- externalElectricalPowerEstablished
- internalElectricalPowerEstablished
- hydraulicPowerEstablished
- airSupplyEstablished
- fueled/defueled
- waterSupplyEstablished
- controlStatusEstablished

subtaskIdentifier IdentifierType subtaskIdentifier is a string of characters used to uniquely Subtask Task


identify a Subtask and to differentiate it from other Subtasks.
Note: A subtask is identified within the context of a task.

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Data element Type Definition Class/Interface UoF


subtaskMaintenanceLocation ClassificationType subtaskMaintenanceLocation is a classification which SubtaskByDefinition Task
indicates where the maintenance task will be carried out in
terms of a product (end item or major assembly).
Examples:
- “A” Information related to items installed on the
Product
- “B” Information related to items installed on a major
assembly removed from the Product
- “C” Information related to items on the bench. In this
context, it does not matter, for example, whether an
item has been removed from the Product.
- “D” Information related to all locations A, B, and C
Source S1000D Item Location Code

subtaskName DescriptorType subtaskName is a word or phrase by which a subtask is SubtaskByDefinition Task


known and can be easily referenced.

subtaskRole ClassificationType subtaskRole is a classification which identifies if the subtask Subtask Task
is required for preparation, core, or close-up purposes.
Examples:
- startup
- core
- coreNoRequiredConditions
- closeup

subtaskTimelineEvent ClassificationType subtaskTimelineEvent is a classification which identifies the SubtaskTimeline Task


starting point for subtask under consideration in relation to
the start or end point of the subtask playing the role of its
predecessor.
Examples:
- start
- end

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Data element Type Definition Class/Interface UoF


subtaskTimelineLag PropertyType subtaskTimelineLag is the time between the related subtask SubtaskTimeline Task
timeline event (start/end) and the start for the subtask under
consideration.
Note: Time lining just using references to the start point for
the entire task, can use the lag attribute to indicate the time
relative to the starting point of the first subtask and set
subtaskTimelineEvent = ‘start’.

taskDuration PropertyType taskDuration is the average time expended, regardless of TaskRevision Task
the number of personnel working simultaneously, required
for the performance of a task, scheduled or unscheduled.
Note: taskDuration does not include time spent awaiting
spares, support equipment, facilities or personnel (logistics
delay time).
Note: May be calculated from the durations of the subtasks.

taskIdentifier IdentifierType taskIdentifier is a string of characters used to uniquely Task Task


identify a Task and to differentiate it from other Tasks.

taskFacilityResourceQuantity PropertyType taskFacilityResourceQuantity is the quantity of the facility TaskFacilityResource Task Resources
resource needed by a subtask, or aggregated per task.

taskFrequency PropertyType taskFrequency is the frequency of performance or TaskFrequency Task Usage (Part 1)
occurrence of the task, expressed as the number of annual
occurrences.

taskFrequencyCalculationMethod DescriptorType taskFrequencyCalculationMethod is a phrase that gives TaskFrequency Task Usage (Part 1)
more information on the method used for calculating the task
frequency.

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Data element Type Definition Class/Interface UoF


taskMaterialResourceCategory ClassificationType taskMaterialResourceCategory is a classification that TaskMaterialResource Task Resources
defines the logistics role of the needed material resource in
the context of the task/subtask.
Examples:
- supportEquipment
- safetyRelatedSupportEquipment
- spare
- supply

taskMaterialResourceQuantity PropertyType taskMaterialResourceQuantity is the quantity of the material TaskMaterialResource Task Resources
resource needed by a subtask, or aggregated per task.

taskName DescriptorType taskName is a word or phrase by which a task is known and TaskRevision Task
can be easily referenced.
Note: The following rules must be followed to enable
integration with other ASD specifications:
taskName must use the information code name for the
informationCode that is associated with the task.
Additional qualifiers can be added to establish a unique
taskName, if multiple tasks with the same informationCode
is associated with one and the same breakdown element or
part.

taskNumberOfPersonnelResource PropertyType taskNumberOfPersonnelResource is the number of persons TaskPersonnelResource Task Resources


with the same role and skill code needed within one
task/subtask.

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Data element Type Definition Class/Interface UoF


taskOperabilityImpact ClassificationType taskOperabilityImpact is a classification that indicates the TaskRevision Task
operational status and mission readiness of the end item
during the task.
Examples:
- system inoperable during equipment maintenance
- system operable during equipment maintenance
- full mission capable
- partial mission capable
- not mission capable
- turnaround

taskPersonnelResourceLabourTime PropertyType taskPersonnelResourceLabourTime is the time expended TaskPersonnelResource Task Resources


within a task/subtask per personnel resource.

taskPersonnelResourceRole ClassificationType taskPersonnelResourceRole is a classification that defines TaskPersonnelResource Task Resources


the role of the personnel resource needed within a
task/subtask.
Examples:
- manA
- manB
- performer
- supervisor
- qualityAssurance

taskPersonnelSafetyCriticality ClassificationType taskPersonnelSafetyCriticality is a classification that TaskRevision Task


identifies the most serious health aspects that the
performance of the task can pose on personnel performing
the task.

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Data element Type Definition Class/Interface UoF


taskProductIntegrityCriticality ClassificationType taskProductIntegrityCriticality is a classification that identifies TaskRevision Task
whether the task is critical if failure to accomplish it would
result in adverse effects on system reliability, efficiency,
effectiveness, safety, or cost. A task will also be designated
as critical whenever system design characteristics approach
human limitations, and thereby, significantly increase the
likelihood of degraded, delayed, or otherwise impaired
mission performance.

taskRequirementAuthority Organization taskRequirementAuthority identifies the organization that is AuthorityDrivenTask LSA Candidate Task
the authoritative source for the identified task requirement. Requirement Requirement

taskRequirementAuthoritySourceType ClassificationType taskRequirementAuthoritySourceType is a classification AuthorityDrivenTask LSA Candidate Task


which indicates the source of an authority driven task Requirement Requirement
requirement.
Examples:
- MSG3
- CMR
- AD

taskRequirementRevisionChange DescriptorType taskRequirementRevisionChangeDescription is a phrase TaskRequirementRevision LSA Candidate Task


Description that gives more information on changes introduced between Requirement
two revisions of a task requirement.

taskRequirementDate DateType taskRequirementDate defines the date when the task TaskRequirementRevision LSA Candidate Task
requirement was recorded. Requirement

taskRequirementDecision ClassificationType taskRequirementDecision is a classification which identifies TaskRequirementRevision LSA Candidate Task
the status for the task requirement. Requirement
Examples:
- accepted
- rejected
- deferred
- realized

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Data element Type Definition Class/Interface UoF


taskRequirementDescription DescriptorType taskRequirementDescription is a phrase that gives more TaskRequirementRevision LSA Candidate Task
information on the maintenance requirements that have Requirement
been determined as the outcome of eg. Reliability Centered
Maintenance (RCM) analysis, LSA-FMEA or In-service
feedback.

taskRequirementIdentifier IdentifierType taskRequirementIdentifier is a string of characters used to TaskRequirement LSA Candidate Task
uniquely identify a TaskRequirement and to differentiate it Requirement
from other TaskRequirements.

taskRequirementRevisionIdentifier IdentifierType taskRequirementRevisionIdentifier is a string of characters TaskRequirementRevision LSA Candidate Task


used to uniquely identify a TaskRequirementRevision and to Requirement
differentiate it from other TaskRequirementRevisions.

taskRequirementSpecialResource DescriptorType taskRequirementSpecialResourceRequirement is a phrase TaskRequirementRevision LSA Candidate Task


Requirement that gives more information on special (peculiar) resources Requirement
needed for the performance of the required task.

taskResourceDuration PropertyType taskResourceDuration is the average time that a resource is TaskResource Task Resources
needed for the performance of a task, scheduled or
unscheduled.

taskResourceRelationshipCategory ClassificationType taskResourceRelationshipCategory is a classification that TaskResourceRelationship Task Resources


identifies the type of relationship established between two
resources needed within the same subtask.
Examples:
- uses (eg, maintainer uses a support equipment)
- supervises (eg, manA supervises manB)

taskRevisionChangeDescription DescriptorType taskRevisionChangeDescription is a phrase that gives more TaskRevision Task


information on changes introduced between two revisions of
a task.

taskRevisionIdentifier IdentifierType taskRevisionIdentifier is a string of characters used to TaskRevision Task


uniquely identify a TaskRevision and to differentiate it from
other TaskRevisions.

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Data element Type Definition Class/Interface UoF


taskRevisionStatus ClassificationType taskRevisionStatus is a classification which identifies the TaskRevision Task
progress on the definition of a task revision.

taskTotalLabourTime PropertyType taskTotalLabourTime is the total time expended within a TaskRevision Task
task. Includes the labor time for all required personnel
resources.

technologyBehaviourKnowledgeRating DatedClassification technologyBehaviourKnowledgeRating is a support LSACandidateTechnologyBeh Special Event and Damage


classification that identifies the knowledge of behavior of the aviourRating
technology used, during normal use or caused by special
event.

technologySensitivityRating DatedClassification technologySensitivityRating is a support classification that LSACandidateTechnologyBeh Special Event and Damage
identifies possible damage sources during normal use or aviourRating
caused by special event.

thresholdValue PropertyType thresholdValue is the value that defines the limit (interval) for ParameterThresholdDefinition Task Usage (Part 1)
when a task is to be performed.

timeLimitDescription DescriptorType timeLimitDescription is a phrase that gives more information TimeLimit Task Usage (Part 1)
on the limit (threshold and/or trigger) that initiates the
performance of the associated task.

timeLimitHarmonizationIndicator boolean timeLimitHarmonizationIndicator identifies if the time limit is TimeLimit Task Usage (Part 1)
the result from a task limit harmonization and/or packaging
procedure.
Note: Such tasks are in general inspection or/and overhaul
packages, documented against non-physical breakdown
elements.

tradeName ClassificationType tradeName is a classification which identifies the type of Trade Task Resources
occupation.

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Data element Type Definition Class/Interface UoF


trainingMethod ClassificationType trainingMethod is a classification which identifies the method AdditionalTrainingRequirement Task Resources
how an additional required training for a specific competence
can be performed..
Examples:
- classroom training
- computer based learning
- further training with final test and certification
- training on the job

warningCautionNoteDescription DescriptorType warningCautionNoteDescription is a phrase that gives more WarningCautionNote Task


information on advices concerning safety, legal and health
aspects.

warningCautionNoteIdentifier IdentifierType warningCautionNoteIdentifier is a string of characters used WarningCautionNote Task


to uniquely identify a WarningCautionNote and to
differentiate it from other WarningCautionNotes.

warningCautionNoteType ClassificationType warningCautionNoteType is a classification of the provided WarningCautionNote Task


safety, legal and health aspects as a warning, caution or
note.
Examples:
- warning
- caution
- note

zoneElementDescription DescriptorType zoneElementDescription is a phrase that gives more ZoneElementRevision Breakdown Zone Element
information on the zone element under consideration.

zoneElementType ClassificationType zoneElementType is a classification that identifies further ZoneElement Breakdown Zone Element
specialization of a zone element.
Examples:
- zone
- workArea

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Table 3 Attributes of the S3000L data types and compound attributes


Data element Type Definition Class UoF

authorizedLife PropertyType authorizedLife is a characteristic which defines the maximum AuthorizedLife Compound Attributes
life limit for an item, and upon reaching this limit, any further
usage of the item must be re-authorized.

class ClassificationType class is a characteristic that represents the term that is used DatedClassification Compound Attributes
for classification.

classificationDate DateType classificationDate is a characteristicMetadata which defines DatedClassification Compound Attributes


the date when the classification was determined.

classifier char The word or code by which the term (class) is known. ClassificationType Data Types
Source: ISO 10303:239 ed.2, Product Life Cycle Support.

dayComponent int The day element of the DateType expressed as a value DateType Data Types
between 1 and 31.
Source: ISO 10303:239 Product Life Cycle Support.

descriptorLanguage ClassificationType Classification that determines the language in which the DescriptorType Data Types
descriptorText is written.
Source:OASIS PLCS DEXlib.

descriptorProvidedBy Organization The organization that provided the descriptorText. DescriptorType Data Types
Source: OASIS PLCS DEXlib.

descriptorProvidedDate DateType The date when the descriptorText was provided. DescriptorType Data Types
Source: OASIS PLCS DEXlib.

descriptorText char Text that provides further information about the subject under DescriptorType Data Types
consideration.
Source: OASIS PLCS DEXlib.

identifier char The text that conveys the assigned identifier. IdentifierType Data Types
Source: ISO 10303:239 Product Life Cycle Support.

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Data element Type Definition Class UoF

identifierClassifier ClassificationType Classification that determines the type of identifier being IdentifierType Data Types
defined.
Source: OASIS PLCS DEXlib.

identifierSetBy Organization Defines the organization that “owns” the assigned identifier. IdentifierType Data Types
Source: OASIS PLCS DEXlib.

lifeAuthorizingOrganization Organization lifeAuthorizingOrganization is a characteristicMetadata which AuthorizedLife Compound Attributes


defines the organization that authorized the maximum life limit.

lowerBound char lowerBound is a characteristic that represents the first valid SerialNumberRange Compound Attributes
serial number.

lowerLimitValue double The lower limit of a value range. ValueRangePropertyType Data Types
Source: ISO 10303:239 Product Life Cycle Support.

lowerOffsetValue double The lower limit defined as the lower offset value from the ValueWithTolerances Data Types
nominal value (value + lower limit). PropertyType
Source: ISO 10303:239 Product Life Cycle Support.

monthComponent int The month element of the DateType expressed as a value DateType Data Types
between 1 and 12, where:
- 1 = January
- 2 = February
- 3 = March
- 4 = April
- 5 = May
- 6 = June
- 7 = July
- 8 = August
- 9 = September
- 10 = October
- 11 = November
- 12 = December
Source: ISO 10303:239 Product Life Cycle Support.

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Data element Type Definition Class UoF

nominalValue double Specifies the single value that is the base value for specifying ValueWithTolerances Data Types
the range. PropertyType
Source: ISO 10303:239 Product Life Cycle Support.

textValue char The string that is the element of representation. TextPropertyType Data Types
Source: ISO 10303:239 Product Life Cycle Support.

unit ClassificationType The unit with which the quantity is expressed. NumericalPropertyType Data Types
Source: ISO 10303:239 ed.2 Product Life Cycle Support.

upperBound char upperBound is a characteristic that represents the last valid SerialNumberRange Compound Attributes
serial number.
Note: If the value for upperBound is not specified, the range
has no upper bound.

upperOffsetValue double The upper limit defined as the upper offset value from the ValueWithTolerances Data Types
nominal value (value + upper offset value). PropertyType
Source: ISO 10303:239 Product Life Cycle Support.

upperLimitValue double The upper limit of a value range. ValueRangePropertyType Data Types
Source: ISO 10303:239 Product Life Cycle Support.

value double The value of the quantity. SingleValuePropertyType Data Types


Source: ISO 10303:239 Product Life Cycle Support.

valueDetermination ClassificationType The method by which the value of the property has been PropertyType Data Types
determined.
Examples:
- calculated (the value has been calculated)
- designed (the value represents a value intended by the
design)
- estimated (the value has been estimated)
- measured (the value has been measured)
- setPoint (the value is used as an initialization value)
Source: ISO 10303:239 ed.2 Product Life Cycle Support.

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Data element Type Definition Class UoF

valueRecordingDate DateType The date when the property value was recorded. PropertyType Data Types
Source: OASIS PLCS DEXlib.

yearComponent int The year element of the DateType expressed as a value DateType Data Types
between 1 and 9999.
Source: ISO 10303:239 Product Life Cycle Support.

Applicable to: All S3000L-A-22-00-0000-00A-040A-A


End of data module Chap 22
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